Spot opportunities that need an authentication readiness check
Keep deal reviews focused by surfacing opportunities that match your authentication readiness criteria. Notis can run the review on a schedule and send the results where your team can act on them.
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
Authentication dependencies can be easy to overlook during deal reviews when opportunity context is spread across records and conversations.
- Bring authentication-related deal criteria into a recurring opportunity review.
- Reduce manual pipeline searches.
- Give the team a consistent place to see opportunities that need attention.
Setup
Build it in a few focused steps.
- 1Connect Salesforce once in the Notis portal.
- 2Create an automation and describe which opportunities need an authentication readiness check.
- 3Pick a recurring Notis schedule trigger.
- 4Choose where run reports should go.
- 5Test with one real opportunity and confirm the returned records.
Questions about this workflow
Can this workflow verify an opportunity's Authyo configuration?
It can only use information Salesforce provides or criteria you supply. It does not independently inspect Authyo configuration.
Can I choose which opportunities are returned?
Describe the criteria in your instruction. Notis uses the Salesforce list opportunities action to query matching records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Authyo to Salesforce. A trigger fires from one place; an action lands in another.
Authyo 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.
Authyo and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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