Capture weather-dependent plans as Salesforce opportunities
When weather affects an upcoming commercial plan, give Notis the forecast context and deal details in one webhook request to record the opportunity.
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
Weather-dependent plans can stay in messages and notes instead of becoming visible pipeline work.
- Record a weather-linked plan in the opportunity pipeline
- Keep provided forecast context with the opportunity details
- Reduce the chance that an emerging deal remains only in a message
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, tell Notis to use the Ambee weather context and deal information in the request to create a Salesforce opportunity, supplying its required name, stage, and close date.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real opportunity example and confirm the required details are present.
Questions about this workflow
What information should I include in the request?
Include the weather context and the deal information needed for a Salesforce opportunity, including its name, stage, and close date. Supply any account context you want associated.
Does Ambee create a weather-related deal automatically?
No. Ambee provides weather information. The webhook request should include the business plan and Salesforce opportunity details that Notis needs to create the record.
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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