Move researched partnership prospects into Salesforce
Give promising partnership research a place in the pipeline and keep unknown deal details visible for follow-up.
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
Partnership ideas often live in research notes without a clear CRM record or next step.
- Give qualified partnership prospects a pipeline record.
- Keep the original research context available.
- Flag missing stage, date, or other deal information for review.
Setup
Build it in a few focused steps.
- 1Connect Apify and Salesforce once in the Notis portal.
- 2Create an automation from Automations, New Automation, and name the partnership workflow.
- 3Tell Notis what makes a partnership prospect qualified and how to handle required opportunity details that are missing.
- 4Choose a webhook trigger and report destination.
- 5Test with one real prospect and review the created opportunity.
Questions about this workflow
Can it choose a stage and close date?
Provide explicit rules or values in your instruction and incoming data. Ask Notis to report missing required details instead of making them up.
Can the opportunity be linked to an account?
Supply a valid Salesforce account identifier or a clear matching instruction, and have Notis report uncertain matches.
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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