Turn parsed proposals into Salesforce opportunities
When Affinda extracts deal context from a proposal, send it to Notis to create an opportunity for your sales team to review.
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
Deal information can remain trapped in proposal files instead of entering the pipeline where the team tracks it.
- Move proposal context into the sales pipeline
- Reduce manual entry after document review
- Give the team a record to qualify and progress
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.
- 3Tell Notis in one instruction to create an opportunity from proposal details in the incoming Affinda result, including how to handle required deal information.
- 4Choose the webhook trigger, then choose where run reports should go.
- 5Test with one real proposal result and review the opportunity in Salesforce.
Questions about this workflow
Can Affinda supply every required opportunity value?
Not necessarily. Salesforce opportunities require values such as a name, stage, and close date. The incoming result or your instruction must supply any required details that Affinda did not extract.
Will this automatically advance the deal?
No. It creates an opportunity based on the details and defaults you specify. Your team can review and update its stage.
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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