Create opportunities from qualified Bika.ai requests
Move qualified work into your pipeline. Notis can assess a Bika.ai request against your stated criteria and create a Salesforce opportunity when the deal details are ready.
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
Qualified requests can linger in intake while someone decides whether to open a deal and re-enters the same information.
- Reduce the delay between qualification and pipeline entry.
- Apply a consistent qualification instruction to incoming requests.
- Flag requests without enough deal detail for opportunity creation.
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 qualification and tell Notis to create an opportunity only when the required deal information is available.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test with one qualified request and verify the opportunity and report.
Questions about this workflow
What must be ready to create an opportunity?
Salesforce opportunity creation needs a name, stage, and close date. Include those details in the request or provide clear rules for reporting when they are absent.
Can it associate the opportunity with an account?
Yes, if the Bika.ai request provides a valid Salesforce account identifier and your instruction asks Notis to use it.
Can the workflow qualify the deal?
It can apply criteria you define using available request information. Any baseline or deal history not present in the request must be supplied separately.
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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