See which open deals may need proposal preparation
Have Notis review the opportunity list on a schedule and report deals that meet the proposal-preparation criteria you provide.
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
It is easy to miss a deal that needs proposal work when pipeline review depends on remembering to check Salesforce.
- Get a regular view of relevant open deals
- Reduce time spent scanning the pipeline manually
- Make proposal preparation easier to plan
Setup
Build it in a few focused steps.
- 1Connect Api2pdf and Salesforce once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language.
- 3In one instruction, ask Notis to list opportunities and report those matching criteria you specify for proposal preparation.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test with one real run and confirm the report uses fields available in Salesforce.
Questions about this workflow
Can this tell whether a proposal PDF already exists?
Only if that information is available to the automation, such as in Salesforce data or an input you provide. Otherwise, define criteria using opportunity fields that are available.
Can it generate the proposal too?
This workflow reviews Salesforce opportunities and reports matches. Its Salesforce action does not generate PDFs.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Api2pdf to Salesforce. A trigger fires from one place; an action lands in another.
Api2pdf 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.
Api2pdf and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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