Turn qualified Appdrag inquiries into Salesforce opportunities
Give a serious inbound inquiry a place in your pipeline, with the context needed to review the deal and plan the next step.
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
Qualified inquiries can remain scattered across website records and messages instead of appearing in the sales pipeline.
- Bring qualified inquiries into the pipeline promptly
- Keep deal context with the opportunity
- Reduce manual handoffs between intake and sales
Setup
Build it in a few focused steps.
- 1Connect Appdrag and Salesforce once in the Notis portal.
- 2Create an automation named Appdrag qualified inquiry.
- 3Tell Notis to create a Salesforce opportunity when an Appdrag webhook reports a qualified inquiry, using the deal context provided and applying your stated stage and close date.
- 4Choose a webhook trigger and select where run reports should go.
- 5Send one real qualified inquiry through the webhook to test the workflow.
Questions about this workflow
How does Notis know an inquiry is qualified?
Include that decision in the webhook payload or your instruction. Appdrag has no listed trigger events or qualification signal in this setup.
What details may Salesforce require?
The opportunity action needs enough information for your Salesforce configuration, including an opportunity name, stage, and close date. Provide those details or clear defaults in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Appdrag to Salesforce. A trigger fires from one place; an action lands in another.
Appdrag 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.
Appdrag and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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