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Notis

Give Amazon opportunity research a clear next step

Connect a product signal to a real opportunity and leave the team with a concrete action in Salesforce.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create task

Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.

Why this helps

Research may answer a question but still leave the next action unclear or unrecorded in the deal record.

  • Tie research to an existing opportunity using its supplied ID.
  • Create a task only when the request includes a clear next action.
  • Keep the relevant product evidence in the task description.

Setup

Build it in a few focused steps.

  • 1Connect Asin data api and Salesforce once in the Notis portal.
  • 2Create an automation in Automations, then New Automation.
  • 3Tell Notis what Amazon evidence to fetch, provide the Salesforce opportunity ID and desired follow-up, and create a task only when the action is explicit.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real opportunity ID and product request.

Questions about this workflow

Does this update the opportunity record?

No. It creates a task linked to the supplied opportunity context. Use the opportunity ID and task details in your instruction.

What if no follow-up is apparent?

Instruct Notis to return the research without creating a task when there is no clear next action.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Asin data api to Salesforce. A trigger fires from one place; an action lands in another.

Asin data api triggers

Salesforce actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add contact to campaign

Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

ActionInstant

Add lead to campaign

Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Associate contact to account

Associates a contact with an account by updating the contact's accountid field.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Asin data api and Salesforce, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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