Track creative production work as a Salesforce opportunity
Give a qualified creative services request a visible place in your Salesforce 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
Potential production work can fall out of view when creative requests are not captured in the sales pipeline.
- Create an opportunity from production request details in the webhook.
- Track potential creative services work in the Salesforce pipeline.
- Keep the request details close to sales follow-up.
Setup
Build it in a few focused steps.
- 1Connect Bannerbite and Salesforce once in the Notis portal.
- 2Create an automation for tracking creative production opportunities.
- 3Tell Notis to create an opportunity from the request and include its name, stage, close date, and any relevant account id.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with a real request that includes the required opportunity details and valid referenced ids.
Questions about this workflow
What fields are needed to create an opportunity?
Provide the opportunity name, stage, and close date. Include valid Salesforce ids for any related records you want connected.
Will this create Bannerbite projects?
No. It creates a Salesforce opportunity for tracking a request; project creation is outside the available Salesforce action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bannerbite to Salesforce. A trigger fires from one place; an action lands in another.
Bannerbite 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.
Bannerbite and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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