Keep client proposal responses with the Salesforce record
When a client responds, capture the useful context in Salesforce as a note attached to the relevant record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Client decisions and comments can be hard to find later when they stay only in proposal conversations.
- Keep proposal response context near its Salesforce record.
- Create a readable note from response details.
- Make later handoffs easier with a durable CRM summary.
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 summarize the response details in the webhook and create a note on the matching Salesforce record.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real client response and its Salesforce record.
Questions about this workflow
What Salesforce information is needed to attach the note?
The request or connected context must let Notis identify the Salesforce record. Salesforce requires a valid record reference for the note.
Will the workflow retrieve the client response itself?
No Better Proposals trigger event is listed. The webhook should provide the response content or a usable response summary.
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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