Track a separate delivery phase with a Salesforce opportunity clone
When project context confirms a new, separately tracked phase, Notis can clone the related opportunity and products so the follow-on work has its own record.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
A distinct follow-on phase can get buried inside an opportunity that already represents earlier work.
- Give genuinely separate phases their own opportunity record
- Carry product line items forward when appropriate
- Reduce manual recreation of opportunity details
Setup
Build it in a few focused steps.
- 1Connect Bitbucket and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, with its name and prompt.
- 3In one instruction, define what makes a phase separately trackable, identify the source opportunity, and specify whether products should be included.
- 4Choose a recurring schedule trigger and choose where run reports should go.
- 5Test with one real phase example and verify the cloned opportunity and products.
Questions about this workflow
Should every milestone create a cloned opportunity?
No. Only use this for a distinct phase that your team tracks as a separate commercial opportunity. Define that evidence in the instruction.
Will product line items clone successfully?
The products must be compatible with the opportunity's pricebook. Verify the source opportunity and its product setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bitbucket to Salesforce. A trigger fires from one place; an action lands in another.
Bitbucket 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.
Bitbucket and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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