Add weather context to your opportunity review
Review your open pipeline alongside current Ambee weather information, then focus attention on weather-sensitive plans that deserve a check-in.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List opportunities
Lists opportunities from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Weather can affect customer timelines, but reviewing every open deal for relevant context takes time.
- Bring current weather context into pipeline review
- Spot opportunities that may need a follow-up
- Receive a concise summary on a regular schedule
Setup
Build it in a few focused steps.
- 1Connect Ambee and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, then name it and describe the outcome.
- 3In one instruction, ask Notis to list open Salesforce opportunities and summarize which may need a weather-related check-in using current Ambee conditions and any criteria you provide.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real example and review the opportunities and weather context in the report.
Questions about this workflow
Can Notis know which deals depend on weather?
Only if that context is present in Salesforce data or you supply criteria in your instruction. The listed Ambee capabilities provide environmental data, not deal dependencies.
Will this workflow update opportunity records?
No. It lists opportunities and reports a review. The configured Salesforce action is a list action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ambee to Salesforce. A trigger fires from one place; an action lands in another.
Ambee 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.
Ambee and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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