Create opportunities from analyzed prospect briefs
Turn a submitted deal brief or analyzed voice update into a Salesforce opportunity, using only deal details provided in the request or content.
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
Deal context often arrives in messages or voice updates before anyone has time to enter it in Salesforce.
- Capture deal context from submitted text or audio.
- Keep absent required opportunity details visible instead of guessed.
- Reduce repeated entry between prospect updates and Salesforce.
Setup
Build it in a few focused steps.
- 1Connect Astica AI and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to analyze the submitted prospect brief and create an opportunity only when required deal details are available, reporting anything missing.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real brief and review the Salesforce opportunity.
Questions about this workflow
Will it choose a sales stage or close date?
Only if the request or brief provides those values or you explicitly define an approved default. Required opportunity details can depend on your Salesforce configuration.
Can it create an opportunity from either text or audio?
The webhook can provide content for analysis. For audio, ask Notis to use Astica AI to analyze the submitted recording before creating the opportunity.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Astica ai to Salesforce. A trigger fires from one place; an action lands in another.
Astica ai 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.
Astica ai and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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