Turn validated AI expansion signals into trackable deals
When evaluation evidence points to a real expansion opportunity, create a Salesforce record with the supplied deal context.
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
Customer expansion potential can be missed when positive AI results stay inside engineering tools.
- Record a commercial opportunity grounded in supplied evidence.
- Carry evaluation context into the sales pipeline.
- Help sales follow up while the signal is current.
Setup
Build it in a few focused steps.
- 1Connect Arize AX and Salesforce in the Notis portal once.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, ask Notis to create a Salesforce opportunity only when the payload signals a substantiated expansion opportunity and includes the required name, stage, and close date.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real expansion payload containing valid opportunity details.
Questions about this workflow
Does a strong evaluation automatically mean an expansion opportunity?
No. The payload should include a commercial signal and supporting context. Evaluation quality by itself may not indicate buying intent.
What if required opportunity details are missing?
Include the required Salesforce details in the request or have Notis report that the payload needs completion instead of creating an incomplete opportunity.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Arize AX to Salesforce. A trigger fires from one place; an action lands in another.
Arize AX 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.
Arize AX and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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