Review customer work and open opportunities together
Get a scheduled view of open Salesforce opportunities alongside the Ascora context available to your connected account.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List opportunities
Lists opportunities from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Founders can lose track of customer work that has operational context in one app and sales context in another.
- Bring opportunity records into a recurring review.
- Surface relevant Ascora job or customer context when available.
- Receive a concise list of records that may need attention.
Setup
Build it in a few focused steps.
- 1Connect Ascora and Salesforce in the Notis portal once.
- 2Create an automation in Automations, New Automation, and name it for the opportunity review.
- 3Tell Notis to review Salesforce opportunities with relevant Ascora context available through your connected access and report potential follow-ups, noting unavailable data.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real review run and check the records and summary.
Questions about this workflow
Will this know whether an opportunity is at risk?
Only if the data or review criteria are supplied. Notis can summarize available fields and flag conditions you define, but it should not invent a baseline or risk signal.
Can it update opportunities?
This workflow is a review and report. Its Salesforce action lists opportunities, and does not update them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ascora to Salesforce. A trigger fires from one place; an action lands in another.
Ascora 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.
Ascora and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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