Turn AI-reviewed deal briefs into Salesforce opportunities
Send a deal brief to a Notis webhook and have Notis prepare a Salesforce opportunity from the details you provide.
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 sit in a document or chat while someone postpones entering it into the pipeline.
- Move deal details into the pipeline sooner.
- Make opportunity creation consistent across submitted briefs.
- Keep the opportunity grounded in the information the team actually supplied.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, ask Notis to review the deal brief and create an opportunity using supplied name, stage, close date, and any available account details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real deal brief and confirm required Salesforce fields are present.
Questions about this workflow
What information is required to create an opportunity?
Salesforce requires an opportunity name, stage name, and close date. Include these in the request, along with any other details you want recorded.
Will Notis guess a close date or stage?
The workflow should use values provided in the brief or explicitly requested in the instruction. Missing values should be reported for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Salesforce. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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