Spot weather-sensitive opportunities before they slip
Have Notis check current conditions on a schedule and review open opportunities for weather-related concerns, so you can focus on deals that may need a plan.
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
Checking forecasts and pipeline records separately makes it easy to miss a weather risk that could affect a deal or customer commitment.
- Bring current weather and open pipeline context into one review.
- Focus attention on opportunities with supplied location or operational details.
- Give the team a concise prompt for follow-up or mitigation.
Setup
Build it in a few focused steps.
- 1Connect Ambient weather and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe in one instruction how Notis should check current conditions and review open opportunities for weather-related risk.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example opportunity that includes relevant location or exposure details.
Questions about this workflow
What details are needed to assess opportunity risk?
Weather provides current conditions, but Salesforce opportunity records may not include location or weather sensitivity. Supply those details in the record or the automation instruction for grounded assessments.
Will this update opportunity records?
This workflow lists Salesforce opportunities and produces a review. It does not change opportunity records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ambient weather to Salesforce. A trigger fires from one place; an action lands in another.
Ambient weather 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.
Ambient weather and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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