Turn Akta growth signals into Salesforce opportunities
Give promising company signals a place in the pipeline when they fit your team's opportunity criteria.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create opportunity
Creates a new opportunity in salesforce with the specified information.
Why this helps
A promising growth signal is only useful if it leads to a deliberate sales decision.
- Bring selected account signals into pipeline review.
- Make the reason for opening an opportunity clear in its context.
- Reduce manual handoffs from research to sales.
Setup
Build it in a few focused steps.
- 1Connect Akta and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis which Akta growth signals qualify and to create a Salesforce opportunity for the matching account.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real signal and review the opportunity details in Salesforce.
Questions about this workflow
Can Notis set an opportunity stage automatically?
State the stage and required opportunity details in your instruction. Salesforce requires values such as opportunity name, stage, and close date.
What if the signal does not identify a matching account?
Specify how to handle missing account matches. Do not assume Notis can infer an account identifier that is not present in the Akta data.
Does Akta start this automation directly?
Akta has no listed trigger events. A Notis recurring schedule starts the workflow and prompts a review of available Akta information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Akta to Salesforce. A trigger fires from one place; an action lands in another.
Akta 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.
Akta and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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