Create a separate opportunity for a deal expansion
When an Agile CRM handoff identifies a separate expansion, clone the referenced Salesforce opportunity and optionally its products.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
A new sales motion can get mixed into an existing opportunity when there is no quick way to start from its context.
- Starts a distinct opportunity with existing context.
- Can include products from the original opportunity.
- Keeps the expansion motion separately trackable.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for opportunity expansion cloning.
- 3Tell Notis in one instruction to clone the Salesforce opportunity identified in the handoff and whether to include its products.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Send one real expansion example and inspect the cloned opportunity and products.
Questions about this workflow
Does this clone the Agile CRM deal itself?
No. It clones an existing Salesforce opportunity. Include its Salesforce opportunity ID in the handoff.
Can the clone include products?
Yes, the action can optionally clone the opportunity's products. Confirm the intended choice in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Salesforce. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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