Keep proposal details beside the opportunity
Turn the proposal details Affinda extracts into a concise Salesforce note, attached to the opportunity your team is working on.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Sales teams can lose proposal context when important terms remain in files outside the opportunity record.
- Keep proposal context with the deal record
- Reduce the need to reopen source files
- Help teammates resume deal work with less searching
Setup
Build it in a few focused steps.
- 1Connect Affinda 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 Notis should summarize the proposal result and add a note to the related Salesforce opportunity.
- 4Choose the webhook trigger, then choose where run reports should go.
- 5Test with one proposal and a known Salesforce opportunity identifier.
Questions about this workflow
Does the opportunity need to exist first?
Yes. The note must attach to an existing Salesforce record, so provide a valid opportunity ID or enough context for the process to identify it.
Can the summary focus on commercial terms?
Yes. Name the terms or proposal details you want included in the automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Salesforce. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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