Turn sales requests into Salesforce opportunities
Move a qualified sales request into Salesforce with the core opportunity details and context ready for the team.
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
Sales requests can stall between an initial conversation and an opportunity record when entering details feels like another task.
- Capture opportunity details from incoming requests.
- Carry a short AI summary into the sales record where supported.
- Reduce delay between a sales conversation and pipeline entry.
Setup
Build it in a few focused steps.
- 1Connect Apipie ai and Salesforce once in the Notis portal.
- 2Create an automation by telling Notis the outcome you want, in plain language.
- 3Ask Notis to review the request and create a Salesforce opportunity using supplied details and required Salesforce fields.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real request and verify the new opportunity in Salesforce.
Questions about this workflow
What fields are required to create an opportunity?
Salesforce requires the opportunity name, stage name, and close date. Include valid values in the request or give Notis an explicit rule for them.
Can the workflow guess the close date or stage?
Use values supplied in the request or provide a clear business rule. Do not rely on an unstated assumption.
Can the opportunity be linked to an account?
Include a valid account id and ask Notis to associate it, if your Salesforce setup supports the requested fields.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Apipie ai to Salesforce. A trigger fires from one place; an action lands in another.
Apipie ai 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.
Apipie ai and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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