Track certificate program sales opportunities
Capture a qualified program conversation in Salesforce while the details are fresh.
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
Potential certificate program deals can remain in notes or messages instead of entering the pipeline for follow-up.
- Record qualified certificate program conversations in the Salesforce pipeline.
- Include the deal context provided in the incoming request.
- Create a clear place to track next steps.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the opportunity outcome.
- 3Tell Notis in one instruction what qualifies, which opportunity details to include, and how to handle missing required information.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real qualified request and review the created opportunity.
Questions about this workflow
What information is required to create the opportunity?
Salesforce opportunity creation needs the required opportunity information for your org. Include the deal name, stage, close date, and any other details or prerequisites your Salesforce setup requires.
Will every certificate issuance create an opportunity?
No. State the qualification rule in your prompt so only requests that meet your sales criteria create an opportunity.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Salesforce. A trigger fires from one place; an action lands in another.
Accredible certificates 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.
Accredible certificates and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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