Convert website signups into Salesforce leads via webhook
Your website generates leads, but they're scattered—email, Slack, CRM, nowhere. Notis accepts a webhook from your site and creates Salesforce leads instantly, centralizing everything.
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
Signups from your website or app are sent to email or Slack but never reach Salesforce, so leads pile up untracked and conversations get lost.
- Website signups appear in Salesforce within seconds, not hours or days
- No manual copying from email into the CRM
- Your sales team sees new leads in their workflow, not scattered across channels
- One central place to manage all inbound leads reduces context-switching
Setup
Build it in a few focused steps.
- 1Connect Salesforce to Notis.
- 2In the Notis portal, create an automation with the prompt: 'When I send a webhook request with a prospect's name and email, create a Salesforce lead.'
- 3Select the trigger: Notis webhook.
- 4Notis provides a unique webhook URL—configure your website form or backend to POST signup data to this URL.
- 5Test by submitting a signup form and verify the lead appears in Salesforce.
Questions about this workflow
What format should the webhook payload be in?
Notis accepts JSON. Your webhook should include fields like name, email, company, and any other details you want captured. Notis handles the mapping to Salesforce.
Do I need a developer to set this up?
If your website form is hosted on a platform like Webflow or HubSpot, there's usually a webhook option in settings. For custom sites, a quick backend integration is needed. Notis documentation has examples.
Can the webhook create contacts instead of leads?
Yes. You can instruct Notis in the prompt to create contacts, and it will map the webhook data accordingly.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Notion to Salesforce. A trigger fires from one place; an action lands in another.
Notion triggers
Salesforce actions
All Page Events
Triggers when any Notion page is created or updated across the workspace.
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.
Comment Created
Triggers when a new comment is created in Notion. Optional `page_id` filter scopes to comments on a specific page. When omitted, fires for any new comment in the workspace the integration has access to. Requires the 'Read comments' capability on the Notion integration. If a connection was authorized before that capability was enabled, the user must re-authorize the connection for comment events to flow.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
New Comment
Triggers when a new comment is added to a specified Notion block or page.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Database Created
Triggers when a new Notion database (the container) is created. A database is the post-2025-09-03 container that holds one or more data sources. This trigger fires for the container's creation event (`database.created`), distinct from `NOTION_DATASOURCE_CREATED` which fires when a new data source is added to an existing database. Most customers calling Notion's `POST /v1/databases` (the legacy API) or creating a database via the Notion UI will see this event. Adding a new data source to an existing database fires `data_source.created` instead — use `NOTION_DATASOURCE_CREATED` for that. Notion's payload puts `entity.type: "block"` (the container is a `child_database` block in the content tree) and `entity.id` is the database id.
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.
Data Source Created
Triggers when a new Notion data source is created. Fires workspace-wide. The payload's `data.parent` carries the data source's tree parent (typically the teamspace) for downstream filtering. A single template-based database creation can fire multiple `data_source.created` events at once — one per data source the template instantiates.
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.
Data Source Schema Updated
Triggers when a Notion data source's schema is updated. Fires on column add / remove / rename. Payload includes `data.updated_properties: [{id, name, action}]` so consumers can discriminate the kind of change downstream. Optional `data_source_id` filter scopes to schema changes on a single data source. When omitted, fires for any schema change in the workspace the integration has access to. Note: adding a column also fires `page.properties_updated` once per existing row in the data source. Customers wanting a single structural-change signal should use this trigger.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
New Page
Triggers when a new page is added to a Notion database.
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.
Page Added to Page
Fires when a new subpage (a `child_page` type block) is added under a specified parent Notion page.
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.
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When this happens · Trigger
Do this · Action
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