Create a Salesforce opportunity when a proposal is signed
A completed signature can kick off your sales follow-through. Send an HTTP request with the proposal and deal context, and Notis creates the opportunity in Salesforce.
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 signed proposal can sit in a document workflow while nobody remembers to open the corresponding Salesforce deal.
- Capture signed deal context while it is fresh
- Reduce duplicate data entry after signature
- Start Salesforce follow-up sooner
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Describe in one instruction how a signed proposal request should become a Salesforce opportunity, including which deal details the request must provide.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Send one real example request and check the created opportunity.
Questions about this workflow
Does ActiveMerge trigger this directly?
No ActiveMerge trigger event is provided. An HTTP request starts this automation, so an external step must send the request when the proposal is signed.
What information should the request include?
Include the opportunity details Notis should use, such as its name, stage, close date, and any relevant deal context. Salesforce may require additional fields for your organization.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Salesforce. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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