Start a Salesforce opportunity from an Attio deal brief
Send the deal context when it is ready, and Notis creates a Salesforce opportunity from the submitted information.
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
A promising deal can stall when someone has to translate notes into a new opportunity by hand.
- Move deal context into a Salesforce opportunity with less manual entry.
- Create the record when a deal is ready for pipeline tracking.
- Keep opportunity setup tied to a submitted request.
Setup
Build it in a few focused steps.
- 1Connect Attio and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis in one instruction to create a Salesforce opportunity using the deal information in the incoming request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real deal request containing the required opportunity name, stage, and close date.
Questions about this workflow
Which opportunity details should the request include?
Include the information required by your Salesforce setup. The available action description identifies name, stage name, and close date as required for opportunity creation.
Can the opportunity be associated with an account?
Ask Notis to use an account ID included in the request, and make sure it is a valid Salesforce account ID.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Attio to Salesforce. A trigger fires from one place; an action lands in another.
Attio 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.
Attio and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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