Move qualified deal intake into Salesforce
When a request is ready to become a deal, send its prepared details to Notis and create an opportunity for pipeline tracking.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create opportunity
Creates a new opportunity in salesforce with the specified information.
Why this helps
Qualified deal information can stay in intake documents instead of reaching the pipeline while it is still timely.
- Get qualified deals into the pipeline sooner
- Reduce repeated CRM entry
- Use deal context supplied by your intake process
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and enter a name and prompt.
- 3Describe that each webhook request should create an opportunity from the included deal details.
- 4Choose the webhook trigger and choose a report destination.
- 5Test with one real deal payload containing its name, stage, and close date.
Questions about this workflow
What deal details are required?
The opportunity needs a name, stage name, and close date. Include any other details you want used and ensure referenced Salesforce IDs are valid.
Can it add products to the opportunity?
This workflow creates the opportunity. Adding products is a separate action and requires matching pricebook entries associated with the opportunity's pricebook.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Salesforce. A trigger fires from one place; an action lands in another.
0CodeKit triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
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.
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.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
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.
0CodeKit and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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