Review deal context alongside Amazon product momentum
A scheduled review can help your team connect marketplace movement to deals already in progress.
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
Opportunity reviews can overlook meaningful product momentum when it is tracked separately from active deals.
- Review product signals alongside open opportunity details.
- Use supplied matching data to avoid incorrect associations.
- Give the team a concise set of records to inspect.
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 which products and Salesforce opportunity criteria to compare, the matching details to use, and to report potential matches for human review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one product and one known opportunity.
Questions about this workflow
Does this create new opportunities?
No. It lists and summarizes potential matches using the Salesforce opportunity list action.
What if the product and opportunity cannot be matched?
Provide a product identifier or other explicit relationship in Salesforce. Otherwise the workflow should report that it cannot confidently match a record.
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.
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.
Asin data api and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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