Turn campaign briefs into Salesforce opportunities
Convert a sales-ready campaign brief into a tracked opportunity without retyping the essentials.
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 campaign brief can signal a real sales initiative, yet still wait for someone to recreate it in the CRM.
- Start opportunity tracking from the brief
- Carry over the context the team needs
- Cut duplicate data entry
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to create a Salesforce opportunity only when the supplied brief contains the required opportunity details, and to report missing details instead of guessing.
- 4Pick a webhook trigger, choose where run reports go, and test with one real campaign brief.
Questions about this workflow
What if the brief lacks a close date or stage?
Tell Notis to report the missing information and skip creation until those required details are provided.
Does publishing a campaign page always create an opportunity?
No. The prompt should define which briefs represent genuine sales opportunities so routine content does not create CRM clutter.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Salesforce. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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