Turn Form Fills into Salesforce Leads
Someone fills out your web form. Notis receives the submission via webhook and creates a Salesforce lead automatically. Leads are captured before you even refresh the page.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
Web forms send leads to your email inbox, which gets lost. Or leads sit in a form tool and never make it to Salesforce. Your sales team finds out about them days later, if at all.
- Capture every web form lead instantly in Salesforce
- Stop leads from getting lost in email or form tools
- Get leads to your sales team immediately
- Keep your pipeline full and current
Setup
Build it in a few focused steps.
- 1Connect Salesforce to Notis (the form tool connects to Notis via webhook, not directly to Salesforce)
- 2Create a webhook automation in Notis: "When a form is submitted, create a Salesforce lead"
- 3Get your webhook URL from the Notis automation and add it to your form tool (most form tools have a 'webhook' or 'integration' option)
- 4Set your prompt: "When this webhook receives form data with name, email, company, create a Salesforce lead with that information."
- 5Test by submitting a form and verifying the lead appears in Salesforce
Questions about this workflow
What form tools does this work with?
Any form tool that supports webhooks: Typeform, Formspree, Gravity Forms, Wufoo, etc. If your tool has webhooks, it works.
How do I get the webhook URL?
Create the automation in Notis Automations portal and copy the webhook URL. Paste it into your form tool's webhook settings.
Can Notis map form fields to Salesforce lead fields?
Yes. Your prompt specifies which form fields map to which lead fields. Notis handles the mapping automatically.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Salesforce. A trigger fires from one place; an action lands in another.
Slack triggers
Salesforce actions
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Reaction Removed Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_REMOVED` instead. Triggered when a reaction is removed from a message.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
New Bot Message Received Trigger
DEPRECATED: use `SLACK_CHANNEL_MESSAGE_RECEIVED` with `is_bot_message=true` instead. Triggered when a new bot message is posted to a Slack channel.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Not just Slack and Salesforce. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7 days free trial with 20$ free usage included.
No card. Works with personal or business Salesforce.