Turn Agiled deal handoffs into Salesforce opportunities
Move a qualified deal into the Salesforce pipeline with its key context ready for 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
A deal can lose momentum when someone has to recreate it by hand in the sales pipeline.
- Create a Salesforce opportunity from a qualified deal handoff.
- Include deal context supplied in the request or available Agiled data.
- Reduce manual setup before pipeline review.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis when an Agiled deal is ready and include the Salesforce opportunity details to use.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real deal example.
Questions about this workflow
What details must be available to create the opportunity?
Provide the required Salesforce opportunity details, including its name, stage, and close date, in the request or accessible data.
Will Notis create an opportunity for every Agiled deal?
Only when the request and your instruction indicate the deal meets your handoff criteria.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Salesforce. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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