Route upgrade requests into the sales pipeline
Keep an explicit plan upgrade request from getting lost by opening an opportunity for a salesperson to qualify.
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
Upgrade requests can be mistaken for routine billing changes and fail to reach the person who manages the account.
- Make explicit upgrade requests visible in the pipeline
- Preserve the request context for qualification
- Help account owners prioritize customer intent
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 for explicit upgrade requests with a valid account association and required opportunity details.
- 3Choose a webhook trigger and send it the relevant Billsby request event.
- 4Choose where run reports should go.
- 5Test with one real request and confirm the opportunity is ready for human qualification.
Questions about this workflow
Will every plan change create an opportunity?
No. Scope the instruction to explicit upgrade requests and exclude routine plan changes unless your team wants them reviewed.
Can this create a valid Salesforce opportunity without a close date or stage?
Your Salesforce setup may require those values. Provide them through the event or instruction and verify the test result.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Salesforce.