Keep proposal context with the Salesforce record
Make the proposal details your team needs easy to find alongside the related CRM 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
Proposal context gets scattered when people have to switch between Bidsketch and Salesforce to understand a deal.
- Keep proposal context near the Salesforce record.
- Reduce repeated lookups across apps.
- Make handoffs easier with a concise record note.
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 name the proposal context capture.
- 3Tell Notis to summarize the proposal details received and create a Salesforce note on the related record, reporting if the record cannot be identified.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real proposal and verify the note is attached to the intended record.
Questions about this workflow
What if Notis cannot identify the Salesforce record?
The run should report that the related record could not be identified. Include a reliable record identifier in the event context or instruction before relying on automatic attachment.
Will the note include the full proposal?
The instruction can ask for a concise summary of available proposal details. Avoid assuming the webhook provides the full proposal text unless it is included.
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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