See pipeline exposure with customer revenue context
Review pipeline and recurring-revenue concentration together to spot where your plans may depend heavily on a small set of customers.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List opportunities
Lists opportunities from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Opportunity totals alone can hide how concentrated existing recurring revenue is, making business planning harder.
- Add concentration context to pipeline planning.
- Highlight exposure that merits a founder's attention.
- Base the review on available data and clearly stated assumptions.
Setup
Build it in a few focused steps.
- 1Connect Baremetrics and Salesforce once in the Notis portal.
- 2Create an automation through Automations, New Automation.
- 3Ask Notis in one instruction to list opportunities and summarize relevant available Baremetrics revenue concentration information for human review.
- 4Pick a recurring schedule and a destination for run reports.
- 5Test with real opportunity data and supply any missing concentration baseline or thresholds.
Questions about this workflow
Does this calculate concentration from all revenue sources?
Only if the connected Baremetrics data returned includes the relevant revenue scope. Specify which revenue definition and period to use.
Can the workflow make an investment or staffing decision?
It prepares context for review. A founder should assess the report and provide decision thresholds appropriate to the business.
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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