Start repeat deals from an existing Salesforce opportunity
Avoid rebuilding familiar deal structures by hand. Notis can clone a referenced Salesforce opportunity when a Bika.ai request describes a repeat or renewal workflow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Recreating a similar deal from scratch takes time and makes it easy to miss important opportunity details or products.
- Reuse an existing opportunity structure for repeat work.
- Optionally carry over products when appropriate.
- Keep the source opportunity reference and request rationale in the run report.
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 it.
- 3In one instruction, define what qualifies as a repeat deal, identify the source opportunity, and state whether its products should be copied.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test with one appropriate source opportunity and review the clone in Salesforce.
Questions about this workflow
Will the clone include products?
The action supports optionally cloning products. State whether to include them based on the Bika.ai request and your process.
What if the source opportunity id is missing?
The workflow cannot safely choose a source record without a valid identifier. Tell Notis to report the missing reference for review.
Can the clone be edited with new deal details?
This action is described as cloning the opportunity with its field values and products. Avoid assuming it will apply unlisted changes; verify the supported behavior in your connected action.
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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