Create Salesforce opportunities from qualified Affinity deals
When an investor conversation becomes a real opportunity, ask Notis to carry the deal context into Salesforce so you can keep moving.
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
Re-entering deal details by hand creates extra work and makes it easier for a promising conversation to disappear between systems.
- Create an opportunity from a specific deal review request.
- Keep deal context close to the Salesforce pipeline.
- Avoid copying details between apps.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to review the identified Affinity deal and create a Salesforce opportunity only when it meets your qualification criteria.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real deal and check the Salesforce opportunity.
Questions about this workflow
Does this automatically create an opportunity for every Affinity deal?
No. Describe your qualification criteria in the instruction so Notis only creates an opportunity when the deal meets them.
What if the Affinity deal is missing details?
Tell Notis to use the available deal information and report any missing details that prevent creating a useful opportunity.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Salesforce. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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