Turn a provider shortlist into managed evaluation work
Submit providers for review and track a real evaluation as an opportunity, with the evidence included.
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 shortlist can create research work across several providers without a shared record to manage the evaluation.
- Review requested providers using available benchmark and pricing information.
- Create one opportunity for a genuine evaluation effort.
- Keep the evaluation evidence and scope together.
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 shortlist evaluation.
- 3Tell Notis: Review the providers in this request using available Artificial Analysis data, summarize meaningful comparison points, and create a Salesforce opportunity only if the request represents an evaluation to track; include the requested scope and use valid opportunity details.
- 4Choose a webhook as the trigger and include the provider names and evaluation context in the HTTP request.
- 5Choose where run reports go, then test with one real example.
Questions about this workflow
Does this create one opportunity per provider?
The instruction can define the opportunity around the overall evaluation. It should create separate opportunities only when those are distinct efforts your team tracks separately.
Can it compare providers without a baseline?
It can compare available data in the request and Artificial Analysis. A historical baseline must be supplied if the comparison depends on one.
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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