Spot opportunities that need a next step
Give your pipeline a regular review. Notis can look at Salesforce opportunities using the context and review rules you provide from Bika.ai, then bring likely next steps into a run report.
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
When deal reviews depend on memory, opportunities can sit without a clear next action until momentum is lost.
- Keep opportunity reviews on a recurring schedule.
- See deals that match your stated attention criteria.
- Receive a concise report without manually scanning the full opportunity list.
Setup
Build it in a few focused steps.
- 1Connect Bika.ai and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the opportunity review.
- 3In one instruction, tell Notis which opportunities to inspect, what Bika.ai context to consider, and what signals require attention.
- 4Pick a recurring Notis schedule and choose where run reports go.
- 5Test with real opportunity data and confirm the report reflects your review rules.
Questions about this workflow
Can the workflow determine whether a deal is at risk?
It can flag signals present in the Salesforce data and criteria supplied from Bika.ai. Define what risk means for your process; missing history or baselines must be provided.
Does it update opportunity stages or owners?
No. The selected Salesforce action lists opportunities for review. It reports findings without changing CRM records.
What starts the workflow?
A recurring Notis cron schedule starts it. Bika.ai does not expose a trigger event in the provided event list.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bika.ai to Salesforce. A trigger fires from one place; an action lands in another.
Bika.ai 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.
Bika.ai and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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