Turn validated research into a tracked opportunity
When research supports a concrete sales initiative, carry its context into a Salesforce opportunity and keep the next business decision visible.
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 promising initiative can remain buried in research until someone recreates its details in the sales pipeline.
- Move validated sales context into opportunity tracking.
- Avoid creating pipeline records from vague research alone.
- Keep supplied evidence available for the team's review.
Setup
Build it in a few focused steps.
- 1Connect Archive.org and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a deal intake name.
- 3Tell Notis to create an opportunity only when a concrete initiative and required Salesforce details are supplied.
- 4Select the webhook trigger and where run reports should go.
- 5Test with one real opportunity candidate and verify the supplied stage and close date.
Questions about this workflow
Can Notis choose the opportunity stage and close date?
Provide the intended values or decision rules in the instruction. Do not assume Archive.org supplies sales stages or forecast dates.
Will it create an opportunity for every research result?
No. Define a threshold for a real sales initiative and ask Notis to report when the information is insufficient.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Archive.org to Salesforce. A trigger fires from one place; an action lands in another.
Archive.org 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.
Archive.org and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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