Turn qualified product intent into opportunity reviews
Give sales a clear starting point when product behavior suggests an account may be ready for a commercial conversation.
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
Product intent signals can be overlooked when they are separated from sales workflows and opportunity tracking.
- Bring product behavior into an existing sales review process.
- Capture the evidence behind a potential opportunity.
- Avoid creating records when essential details are missing.
Setup
Build it in a few focused steps.
- 1Connect Amplitude and Salesforce once in Notis.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis which Amplitude behaviors qualify as intent and to create a Salesforce opportunity only when the account, opportunity name, stage, and close date are known; otherwise report the missing details.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and verify any created opportunity.
Questions about this workflow
Can Amplitude provide all required opportunity details?
Not necessarily. Salesforce opportunity creation requires details such as a name, stage, and close date; provide missing values in the instruction or have Notis report records that need review.
How does this avoid creating weak opportunities?
Define the qualifying behaviors and require the necessary sales context. The instruction can ask Notis to leave incomplete candidates for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Amplitude to Salesforce. A trigger fires from one place; an action lands in another.
Amplitude 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.
Amplitude and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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