Turn a qualified WhatsApp deal brief into an opportunity
When a deal is ready to track, send its brief to Notis and create a Salesforce opportunity from the details actually provided.
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
A promising deal can stay trapped in chat while you postpone the manual CRM entry.
- Move qualified deals into the CRM promptly
- Use deal details already present in the submitted brief
- Avoid creating records from incomplete or assumed information
Setup
Build it in a few focused steps.
- 1Connect 2chat and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for deal capture.
- 3Tell Notis to create a Salesforce opportunity only when the webhook includes a name, stage, and close date, using an account ID only if supplied.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real deal brief that contains the required fields.
Questions about this workflow
What must the deal brief include?
The Salesforce opportunity action requires a name, stage, and close date. Include those in the webhook payload before asking Notis to create the opportunity.
Can it link the opportunity to an account?
Yes, when the payload includes a valid existing Salesforce account ID. Notis should not infer an ID from a name.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Salesforce. A trigger fires from one place; an action lands in another.
2chat 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.
2chat and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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