Move checked inquiries into Salesforce opportunities
Turn a qualified inquiry into an opportunity while keeping the submitted deal context together.
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
Deal details can lose momentum when they need to be checked and re-entered manually before sales can track them.
- Check the associated email as part of intake.
- Capture deal context in Salesforce promptly.
- Reduce manual entry between inquiry and pipeline.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Salesforce once in the Notis portal.
- 2Create an automation for verified opportunity intake.
- 3Tell Notis to validate the submitted email with Abstract and create an opportunity from the supplied deal details when the response meets your criteria.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test using real deal details and any Salesforce-required opportunity fields.
Questions about this workflow
What information does an opportunity need?
Supply the opportunity details required by your Salesforce organization, including any required stage or close date.
Does email validation decide whether a deal is qualified?
No. Define your own acceptance criteria in the instruction. Email validation only provides the Abstract check result.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Salesforce. A trigger fires from one place; an action lands in another.
Abstract 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.
Abstract and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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