Move approved proposals into your Salesforce pipeline
An approved proposal is a useful signal to start tracking the work. Have Notis create a Salesforce opportunity from the proposal details supplied with the webhook.
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
Approved proposals can sit outside your CRM while you manually recreate the deal and lose time switching tools.
- Create an opportunity when approval is reported.
- Keep proposal details together with the Salesforce deal.
- Reduce manual CRM entry after a client says yes.
Setup
Build it in a few focused steps.
- 1Connect Better Proposals and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a Salesforce opportunity from the approved proposal details in the incoming webhook.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real approved proposal webhook.
Questions about this workflow
Does Better Proposals provide the trigger for this automation?
No Better Proposals trigger event is listed here. A webhook starts the automation, and its request should include the proposal approval and the details Notis needs.
What information should the webhook include?
Include the proposal name, client or account context, value if available, and any Salesforce fields your team expects. Salesforce may require additional fields such as stage and close date.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Better proposals to Salesforce. A trigger fires from one place; an action lands in another.
Better proposals 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.
Better proposals and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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