Spot gaps between proposal status and your opportunity pipeline
Bring proposal and pipeline status into one review so the team can decide what needs attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List opportunities
Lists opportunities from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
A proposal can progress while its Salesforce opportunity remains out of date, making pipeline reviews harder to trust.
- See potential proposal and pipeline status mismatches.
- Focus review time on records that need a human decision.
- Keep findings in the run report channel.
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 pipeline review.
- 3Tell Notis to review Salesforce opportunities and compare them with available related Bidsketch proposal statuses, reporting likely mismatches without changing records.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one opportunity and its related proposal context, then review the report.
Questions about this workflow
Will this update opportunity stages automatically?
No. This workflow reports likely mismatches for review. You can create a separate instruction to update records if you have clear criteria and provide the necessary context.
Can it compare records without a shared identifier?
Only if the available details support a reliable match. Specify the identifier or matching rule, and expect uncertain matches to be reported for review.
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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