Give provider evaluations a trackable place in Salesforce
Turn a scheduled scan of provider pricing and performance into an opportunity when there is a clear evaluation to pursue.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create opportunity
Creates a new opportunity in salesforce with the specified information.
Why this helps
Provider research can lead to real work, but without a tracked record the evaluation loses an owner and next step.
- Track a provider evaluation as a Salesforce opportunity.
- Keep the reason for evaluating alongside the work.
- Avoid creating records for every minor benchmark fluctuation.
Setup
Build it in a few focused steps.
- 1Connect Artificial Analysis and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for provider evaluation tracking.
- 3Tell Notis: Review available Artificial Analysis provider data and create a Salesforce opportunity only when a distinct provider evaluation is warranted; summarize the evidence in the opportunity details and use a valid stage and close date available to the automation.
- 4Choose a recurring schedule as the trigger.
- 5Choose where run reports go, then test with one real example.
Questions about this workflow
Will every provider change create an opportunity?
No. The instruction should reserve opportunities for distinct evaluation efforts rather than routine data changes.
What if no Salesforce stage or close date is specified?
The create action requires appropriate opportunity information. Supply valid values in the instruction or request context for your Salesforce setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Artificial Analysis to Salesforce. A trigger fires from one place; an action lands in another.
Artificial Analysis 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.
Artificial Analysis and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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