Keep Relevant Team Trends With a Deal
Add concise team performance context to the deal record before your next planning conversation.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
A changing team trend may matter to a deal, but nobody remembers to document it consistently.
- Keep recent results near deal discussions.
- Turn performance data into concise context.
- Reduce repeated research before meetings.
Setup
Build it in a few focused steps.
- 1Connect Api sports and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis which team and recent period to summarize and which existing opportunity should receive the note.
- 4Pick a recurring schedule trigger and choose where run reports go.
- 5Test with a real team and opportunity, then check the summary.
Questions about this workflow
Can Notis identify a trend automatically?
Ask for a specific comparison or summary and ensure the needed results are available. Provide any baseline that Api sports does not return.
Will this change opportunity fields?
No. It adds a note to the existing opportunity you name.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Api sports to Salesforce. A trigger fires from one place; an action lands in another.
Api sports 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.
Api sports and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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