Move clear buying conversations into Salesforce opportunities
Capture deal momentum while the conversation is fresh. Notis can create an opportunity from transcript evidence and flag missing details for review.
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
Potential deals stay out of the pipeline when founders have to translate every call into CRM updates by hand.
- Create opportunities from conversations that show genuine deal intent.
- Keep the opportunity grounded in details actually stated or supplied.
- Surface missing information for follow-up instead of guessing.
Setup
Build it in a few focused steps.
- 1Connect AssemblyAI and Salesforce once in the Notis portal.
- 2Create an automation in Automations, then choose a name and prompt.
- 3Tell Notis what counts as a qualified opportunity and to create one only when required details are available from the transcript or request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real buying conversation and review the opportunity in Salesforce.
Questions about this workflow
Will Notis infer a close date or stage?
No. State defaults in your instruction or provide the values with the request. Otherwise, ask Notis to report missing required details.
Can this ignore general customer conversations?
Yes. Define buying signals in the prompt and instruct Notis to create an opportunity only when those signals appear.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AssemblyAI to Salesforce. A trigger fires from one place; an action lands in another.
AssemblyAI 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.
AssemblyAI and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Salesforce.