Give every quote request a clear Salesforce next step
Help pricing questions reach the right follow-up list while the conversation is fresh.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Quote requests often need context and attention, yet can sit apart from the CRM follow-up queue.
- Make pricing intent actionable in Salesforce.
- Keep request context available to the person following up.
- Avoid creating sales tasks for unrelated questions.
Setup
Build it in a few focused steps.
- 1Connect Basin and Salesforce once in Notis.
- 2Create an automation and provide a name, prompt, report channel, and trigger.
- 3Ask Notis to identify explicit quote or pricing requests in Basin submissions and create a Salesforce task with the available context.
- 4Choose the notis_webhook trigger and configure Basin to send relevant submissions to it.
- 5Select a report channel and test with one real quote request.
Questions about this workflow
Does this generate or send a quote?
No. It creates a Salesforce task for a person to review and follow up.
Can it separate pricing curiosity from a real quote request?
Describe the distinction in the prompt, such as requiring a stated product or project need.
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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