How to Integrate Noca Apps with your Tech Stack
How to Integrate Noca Apps with Your Tech Stack
Connect your app to Salesforce and other systems from inside the builder
You can connect a Noca app to the systems you already run, like Salesforce, without writing any code. This guide uses one example: create a Salesforce lead every time someone submits your form. You’ll see the fast prompt method first, then the Events panel for when you want more control over what gets created.
Watch & Learn
Follow these steps to connect your app:
Steps:
1
Describe the integration in a prompt
- Open your app and find the prompt box on the left
- Write what you want in plain language, like create a lead on submit
- Noca reads your form and maps the lead for you
2
Open Events for more control
- Click Events in the top toolbar
- You’ll see every event your form can respond to
3
Add an integration to the right event
- On Load runs when the form opens, so use it to pre-fill data
- On Click and On Select fire when someone clicks a button or picks a value
- Find On Click “Send my plan”, which is your submit button, and click the plus to add a new integration
4
Choose Salesforce
- The Add Node window opens with the systems you’ve connected
- Pick Salesforce from the list
5
Set the object and action
- Set the source to Object
- Set the action to Create
- Choose Lead as the object, then click Insert node
6
Map your fields
- Open the Data Kit to see your form fields
- Drag each input, like Full name, Work email, and Company, onto the matching Salesforce field
- Save once your fields line up and the lead is ready to create
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