Keep proposal assets from stalling opportunity follow-up
A short scheduled review can turn forgotten proposal assets into concrete next actions.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Proposal visuals can be generated and shared, then disappear from attention while an opportunity waits.
- Surface opportunities that need a proposal-related next step.
- Create Salesforce tasks from the review.
- Reduce the need to remember which deals need attention.
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 review opportunities matching your stated criteria and create a task for each one with a proposal asset that still needs follow-up; supply the asset or status signal if Salesforce does not contain it.
- 4Choose a recurring schedule and select where run reports should go.
- 5Run one real example and review the resulting Salesforce task.
Questions about this workflow
Where does the stale asset status come from?
Use data available in Salesforce or provide the status through a Bannerbear reference or other supplied information. Notis cannot infer an unrecorded history.
Can Notis decide which opportunities count as stale?
Yes, if you state the criteria clearly and the required dates or status fields are available.
What starts the automation?
A recurring Notis schedule starts it, and Notis reviews the available records using your instruction.
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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