Prepare a deal brief with current buyer context
Bring the opportunity record and useful company research together before a deal review or customer call.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get opportunity
Retrieves a specific opportunity by id from salesforce, returning all available fields.
Why this helps
Deal preparation can become a scramble across Salesforce and browser tabs just before a customer conversation.
- Gather opportunity details and buyer context together.
- Prepare a more focused customer conversation.
- Make unknowns and assumptions easy to spot.
Setup
Build it in a few focused steps.
- 1Connect Anchor browser and Salesforce once in the Notis portal.
- 2Create a named automation in Automations, New Automation.
- 3Tell Notis which opportunity to retrieve, what buyer or company context to research, and how to organize the deal brief.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real opportunity and review the brief before using it.
Questions about this workflow
Will it change the opportunity?
No. It retrieves the specified opportunity and prepares a brief.
Can the brief include a recommended next step?
Yes, if you ask for one. It should tie the recommendation to evidence and identify assumptions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anchor browser to Salesforce. A trigger fires from one place; an action lands in another.
Anchor browser 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.
Anchor browser and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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