Turn qualified creative interest into a Salesforce opportunity
Give a promising conversation a clear home in your pipeline.
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 prospect can show buying intent during a creative request, but the signal may never reach the sales pipeline.
- Record qualified interest while the conversation is fresh.
- Keep supplied deal details together in Salesforce.
- Give the team a visible pipeline record to progress.
Setup
Build it in a few focused steps.
- 1Connect Bannerbear and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, ask Notis to create a Salesforce opportunity only when an incoming request explicitly indicates qualified buying interest and includes the required deal details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Send one real qualified-interest request as a test and review the opportunity.
Questions about this workflow
Does every creative request create an opportunity?
No. The instruction should create one only when the request explicitly signals qualified interest and provides sufficient deal details.
What information should the request include?
Include the opportunity name, stage, close date, and any other deal context needed by your Salesforce process.
Can Notis infer a close date or stage?
The workflow should use values supplied in the request or an instruction you define. If required details are missing, it should not guess.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bannerbear to Salesforce. A trigger fires from one place; an action lands in another.
Bannerbear 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.
Bannerbear and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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