Turn opportunity context into a creative brief
Keep creative planning connected to active opportunities by reviewing the Salesforce details on a schedule.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List opportunities
Lists opportunities from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Creative requests can miss deal context when opportunity details are gathered only after work begins.
- Bring active opportunity context into creative planning.
- Use returned Salesforce data to shape the supplied brief.
- Create a repeatable sales to creative handoff.
Setup
Build it in a few focused steps.
- 1Connect Adrapid and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, ask Notis to list opportunities matching criteria you provide and prepare Adrapid creative brief material from returned details.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with a small opportunity set and check that the brief uses available data.
Questions about this workflow
Can it use opportunity details that Salesforce does not return?
No. The brief can only rely on returned fields and any extra context you supply.
Will it update the opportunities?
No. This workflow reviews opportunity data and prepares creative brief material.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adrapid to Salesforce. A trigger fires from one place; an action lands in another.
Adrapid 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.
Adrapid and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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