Turn billing expansion signals into reviewable opportunities
When a Billsby event points to a possible expansion, give the sales team an opportunity to qualify in Salesforce.
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
Potential expansion signals can disappear between billing data and the sales team's active pipeline.
- Make potential expansion visible in the pipeline
- Keep the originating subscription context with the opportunity
- Let a salesperson qualify the signal before forecasting
Setup
Build it in a few focused steps.
- 1Connect Billsby and Salesforce once in Notis.
- 2Create an automation and instruct Notis to create an opportunity only when the event contains an explicit expansion signal and enough information for a valid opportunity.
- 3Choose a webhook trigger and send it the relevant Billsby subscription or allowance event.
- 4Choose where run reports should go.
- 5Test with a real signal and review the opportunity fields and stage.
Questions about this workflow
Can Notis infer a customer's expansion intent from any subscription change?
It should not. State which event details count as an expansion signal, and use a supplied account association or have a person qualify the record.
Does Salesforce require additional opportunity details?
Your Salesforce organization may require fields such as stage and close date. Include suitable values in the instruction or event context and verify them in the test.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Billsby to Salesforce. A trigger fires from one place; an action lands in another.
Billsby 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.
Billsby and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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