Turn Agile CRM deal handoffs into Salesforce opportunities
Pass a qualified deal and its supplied account, stage, and close date details to Notis to create a Salesforce opportunity.
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
A promising deal can stall when someone must rebuild its details by hand in another CRM.
- Starts opportunity tracking from a supplied deal handoff.
- Carries over the sales context present in the request.
- Avoids guessing at stage, account, or close date.
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 deal handoffs.
- 3Tell Notis in one instruction to create a Salesforce opportunity from the supplied deal details and not guess missing values.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Send one real deal example with the required details and review the Salesforce opportunity.
Questions about this workflow
What if the handoff does not contain all needed opportunity details?
Do not ask Notis to guess. Include the required Salesforce opportunity details in the webhook request and review the run report if creation fails.
Can this create opportunity products too?
This workflow uses the Create opportunity action. Adding product line items is a separate action and requires a suitable pricebook entry.
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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