Capture customer expansion requests in your pipeline
Keep an expansion request from getting lost by creating the Salesforce opportunity while its customer context is available.
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
Expansion intent can surface in customer or revenue reviews and then disappear before it is recorded in the pipeline.
- Record a qualifying expansion request in the pipeline.
- Preserve the signal that prompted the opportunity.
- Reduce manual CRM entry after a customer review.
Setup
Build it in a few focused steps.
- 1Connect Baremetrics and Salesforce once in the Notis portal.
- 2Create an automation from Automations, New Automation and name it for expansion intake.
- 3Tell Notis in one instruction to create an opportunity when a webhook request contains a qualified expansion, using supplied context and required Salesforce details.
- 4Select the webhook trigger and choose where run reports go.
- 5Test with one real request and confirm required opportunity information is present.
Questions about this workflow
What if the request does not include all required Salesforce fields?
Provide required opportunity details such as name, stage, and close date, or instruct Notis to report missing information rather than create an incomplete record.
Does this interpret Baremetrics data without request context?
The webhook request should include or identify the relevant signal. Baremetrics does not provide a trigger event here.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Baremetrics to Salesforce. A trigger fires from one place; an action lands in another.
Baremetrics 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.
Baremetrics and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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