Sync Customers from Any Source Directly to Salesforce
You use multiple tools to acquire customers—webforms, landing pages, booking systems—but they all dump into email or a spreadsheet. Notis creates Salesforce contacts directly via webhook so customers are in your CRM the moment they show up anywhere.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a new contact
Deprecated: creates a new contact in salesforce; 'lastname' is required, an existing 'accountid' must be used if provided, and any custom fields (ending with ' c') must be predefined.
Why this helps
Customers come from different sources but end up scattered across email, spreadsheets, and tool exports. You manually copy names into Salesforce or miss them entirely.
- Customers from any source automatically land in Salesforce as contacts
- No more copying data from emails or spreadsheets
- Your entire customer pipeline converges in one CRM
Setup
Build it in a few focused steps.
- 1Connect Salesforce to Notis (one-time setup)
- 2Create an automation: 'When a webhook request arrives with customer data, create a contact in Salesforce with their email, name, and company.'
- 3Select the trigger type: Notis webhook
- 4Copy the unique webhook URL that Notis generates for this automation
- 5Test by sending a webhook request (e.g., from your landing page or webform backend) and verify the contact appears in Salesforce
Questions about this workflow
What data can I pass through the webhook?
Any data. Common examples: name, email, company, phone, and custom fields. Your prompt tells Notis how to map it to Salesforce.
Do I need coding knowledge to set this up?
No. Your technical team sends a simple HTTP POST request to the webhook URL. Notis handles everything else.
Can I check if the contact exists before creating?
Yes. Add to your prompt: 'Check if a contact with this email exists. If yes, update the existing contact. If no, create a new one.'
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Salesforce. A trigger fires from one place; an action lands in another.
Stripe triggers
Salesforce actions
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
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.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
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.
Product Created Trigger
Triggered when a product is created in Stripe
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.
Subscription Added Trigger
Triggered when a subscription is added in Stripe
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Subscription Deleted Trigger
Triggered when a subscription is deleted in Stripe
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.
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 Stripe and Salesforce. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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