Move qualified ActiveTrail inquiries into Salesforce opportunities
Let Notis review incoming inquiry context and create an opportunity when it meets the criteria you define.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create opportunity
Creates a new opportunity in salesforce with the specified information.
Why this helps
Promising inquiries can stall when someone has to interpret marketing details and start an opportunity manually.
- Create opportunities for inquiries that meet your qualification rule.
- Keep the supplied campaign and inquiry context with the opportunity.
- Reduce delays between marketing interest and sales action.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis how to identify qualified inquiries and to create an opportunity only when the required opportunity details are available.
- 4Choose a recurring schedule and a channel for run reports.
- 5Test with one real inquiry and confirm the opportunity details and account association.
Questions about this workflow
Can Notis decide which inquiries are qualified?
Give Notis explicit criteria in the prompt and make sure ActiveTrail provides the needed inquiry details. Otherwise, have it report candidates for review.
What details does Salesforce need for an opportunity?
Your Salesforce configuration may require values such as opportunity name, stage, and close date. Specify how to supply these or ask Notis to flag missing details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Salesforce. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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