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Notis

Turn market signals into Salesforce opportunities

Give Notis a market signal to investigate. It can gather available API Ninjas data and create an opportunity when your request includes enough sales context.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create opportunity

Creates a new opportunity in salesforce with the specified information.

Why this helps

Signals worth exploring can disappear between research, qualification, and CRM updates.

  • Capture a potential deal while the signal is fresh.
  • Include research context returned by API Ninjas.
  • Keep opportunity creation tied to a submitted business case.

Setup

Build it in a few focused steps.

  • 1Connect API Ninjas and Salesforce once in the Notis portal.
  • 2Create a named automation in Automations, New Automation.
  • 3Describe in one instruction how Notis should assess the submitted signal, use available research, and create an opportunity with the supplied sales details.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real market signal and review the created opportunity.

Questions about this workflow

Does API Ninjas provide Salesforce deal stage or close date?

Those sales details need to come from your request or your instruction. API Ninjas provides available API data, not your organization's opportunity decisions.

Can this create an opportunity from research alone?

Your prompt should define the qualifying signal and provide required Salesforce details, including a name, stage, and close date. If they are missing, instruct Notis to report that instead of guessing.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Api ninjas to Salesforce. A trigger fires from one place; an action lands in another.

Api ninjas triggers

Salesforce actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add contact to campaign

Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

ActionInstant

Add lead to campaign

Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Associate contact to account

Associates a contact with an account by updating the contact's accountid field.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Api ninjas and Salesforce, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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