Make sales milestones visible as Salesforce opportunities
When an Apilio milestone signals a real deal, capture it in Salesforce with the details your team supplied.
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
A meaningful sales signal can pass by without becoming a trackable opportunity.
- Convert a defined milestone into a CRM record
- Keep supplied deal context together
- Make new opportunities easier to review
Setup
Build it in a few focused steps.
- 1Connect Apilio and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the milestone.
- 3Tell Notis to create a Salesforce opportunity from the webhook's deal details, and request review when required information is missing.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real milestone payload and check the opportunity details.
Questions about this workflow
What does Salesforce need to create the opportunity?
Provide the deal information required by your Salesforce org. Common requirements include an opportunity name, stage, and close date.
Can Notis infer a close date or stage?
Only if your instruction gives a reliable rule or the webhook supplies the value. Otherwise, ask for review when it is missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Apilio to Salesforce. A trigger fires from one place; an action lands in another.
Apilio 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.
Apilio and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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