Make opportunity reviews easier to prepare
Start your pipeline check with the Salesforce opportunities you asked to see already gathered in one report.
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
Preparing a pipeline review can mean repeating the same searches and gathering context by hand.
- Reduce repeat searches before a pipeline review.
- Focus the list on criteria you provide.
- See matching opportunity details in a regular run report.
Setup
Build it in a few focused steps.
- 1Connect Anthropic administrator and Salesforce once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language from any channel.
- 3Tell Notis in one instruction which Salesforce opportunities to list and how to summarize the supplied fields.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and confirm the results are useful for your review.
Questions about this workflow
Can it flag opportunities that are at risk?
Only if you define the criteria and Salesforce provides the relevant fields. The workflow cannot infer an unprovided risk baseline.
Will this workflow change opportunity records?
No. It lists and summarizes opportunities for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anthropic administrator to Salesforce. A trigger fires from one place; an action lands in another.
Anthropic administrator 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.
Anthropic administrator and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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