Turn a researched deal request into an opportunity
Send Notis the deal context and the required Salesforce opportunity details. Autom can add public research to help create a better-informed record.
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 can be scattered across messages and browser tabs before anyone creates the CRM opportunity.
- Bring public context into deal intake.
- Create the opportunity from information supplied in the request.
- Reduce delay between identifying a deal and recording it.
Setup
Build it in a few focused steps.
- 1Connect Autom and Salesforce once in the Notis portal.
- 2Create an automation in Automations, then choose New Automation and give it a name.
- 3In one instruction, specify the required opportunity details, the research questions, and how to handle any missing required information.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real deal request and verify the created opportunity in Salesforce.
Questions about this workflow
What if required opportunity details are missing?
Instruct Notis to report the missing details rather than guess. Salesforce opportunity creation requires valid values for the fields your organization requires.
Will public research determine the opportunity amount or stage?
Only include those values when supplied or otherwise verifiable under your instruction. Do not infer deal terms from general web results.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Autom to Salesforce. A trigger fires from one place; an action lands in another.
Autom 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.
Autom and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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