Turn qualified Apify signals into Salesforce opportunities
When research points to a real deal to pursue, let Notis create the opportunity and report which details still need your judgment.
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
Commercial signals found during research can be buried in source pages instead of moving into the sales pipeline.
- Move qualified research signals into the sales pipeline.
- Keep the source context available for the opportunity.
- Flag required deal details that need human input.
Setup
Build it in a few focused steps.
- 1Connect Apify and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the signal workflow.
- 3Tell Notis which research signals qualify and how to handle missing opportunity details.
- 4Choose a webhook trigger and a destination for run reports.
- 5Test with one real signal and review the opportunity and report.
Questions about this workflow
Will Notis guess the deal stage or close date?
Supply those values or clear rules in your instruction. Ask Notis to report missing or uncertain details instead of inventing them.
What starts the workflow?
An HTTP request starts the Notis webhook. Configure the caller to send it when the relevant Apify result is ready.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Apify to Salesforce. A trigger fires from one place; an action lands in another.
Apify 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.
Apify and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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