Turn approved proposals into Salesforce opportunities
Move an approved proposal into your pipeline without re-entering the deal by hand.
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
Copying proposal details into Salesforce creates a delay just when the deal is ready for active follow-up.
- Record approved proposal opportunities promptly.
- Keep proposal context close to the Salesforce deal.
- Reduce duplicate data entry after approval.
Setup
Build it in a few focused steps.
- 1Connect Bidsketch 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 an approved proposal, using available proposal details and noting missing required information.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real approved proposal and review the Salesforce opportunity.
Questions about this workflow
How does this workflow start?
A webhook request starts it. Have the system that receives or knows about the Bidsketch approval send that event to your Notis webhook.
Will every proposal field become an opportunity field?
Notis follows the instruction using available context. Review the first run and specify which proposal details matter; Salesforce may require opportunity information the proposal does not provide.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bidsketch to Salesforce. A trigger fires from one place; an action lands in another.
Bidsketch 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.
Bidsketch and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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