Capture concrete sales opportunities from Basin
Give a real buying conversation a 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
Sales intent buried in a form response can be hard to turn into a trackable opportunity.
- Surface concrete buying conversations in the pipeline.
- Avoid treating every form response as an opportunity.
- Keep the creation criteria explicit in a plain language prompt.
Setup
Build it in a few focused steps.
- 1Connect Basin and Salesforce in the Notis portal once.
- 2Create an automation and provide its name, prompt, report channel, and trigger.
- 3Ask Notis to create an opportunity only for a clearly stated buying project and to use supplied opportunity details; have it report when required Salesforce details are missing.
- 4Choose the notis_webhook trigger and configure Basin to send relevant submissions to the webhook.
- 5Choose where reports go and test with one real submission that includes the required opportunity details.
Questions about this workflow
What does Salesforce need to create an opportunity?
The action needs the opportunity details required by your Salesforce setup. The deprecated alternative explicitly lists name, stage name, and close date as mandatory; have the prompt skip or report missing details.
Can Notis invent a close date or sales stage?
No. Supply those details in the submission or your instruction, or have Notis report the missing information for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Basin to Salesforce. A trigger fires from one place; an action lands in another.
Basin 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.
Basin and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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