Create a sales opportunity when a beach plan is viable
For event, hospitality, or coastal service sales, Notis can check the beaches you name and create a Salesforce opportunity when your stated planning criteria are met.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create opportunity
Creates a new opportunity in salesforce with the specified information.
Why this helps
A viable beach location can change with conditions, rules, and tides, while opportunity tracking often waits on someone to connect those details.
- Surface qualifying beach plans in Salesforce pipeline tracking.
- Add the beach context that prompted the opportunity.
- Use your stated criteria to avoid creating opportunities for every check.
Setup
Build it in a few focused steps.
- 1Connect Beach Day API and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and add its name and prompt.
- 3Tell Notis which beaches and criteria to check, how to identify the prospect, and what opportunity details to include when criteria are met.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real beach and prospect example.
Questions about this workflow
Will Notis invent required opportunity details?
No. Include the required opportunity details in your instruction or provide them in the data available to the automation.
Can this run only for selected beaches?
Yes. Name the beaches or explain how they are supplied to the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Beach Day API to Salesforce. A trigger fires from one place; an action lands in another.
Beach Day API 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.
Beach Day API and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Salesforce.