Turn an Akta-qualified account into a Salesforce opportunity
Give a signal that meets your bar a clear place in the pipeline, connected to the account your team knows.
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 qualified signal can stall between account research and formal pipeline review.
- Move qualified account signals toward pipeline review.
- Connect the new opportunity to the Salesforce account.
- Retain a clear relationship between the signal and sales action.
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 your account qualification criteria and to create a Salesforce opportunity for a matching account when the incoming Akta signal qualifies.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real qualifying signal and review the opportunity in Salesforce.
Questions about this workflow
Does the matching account need to exist?
This workflow is designed for an existing Salesforce account. Include enough Akta company information to identify it.
Which opportunity fields should be set?
Specify the useful opportunity details in your instruction. Salesforce requires a name, stage, and close date, with other requirements depending on your org.
Can Notis decide what qualifies?
Notis can apply criteria you provide. Any needed baseline or threshold not included in Akta data must be supplied in your instruction.
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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