Turn deal signals in Bitbucket pull requests into Salesforce opportunities
Send a pull request event to Notis and describe the deal signals that matter. Notis can create an opportunity with the relevant context, and report back where you choose.
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
Commercial signals in engineering work can be easy to miss when founders switch between code review and CRM updates.
- Capture a qualified deal signal without leaving Bitbucket
- Keep engineering context attached to a new CRM opportunity
- Use a run report to see what Notis did
Setup
Build it in a few focused steps.
- 1Connect Bitbucket and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, tell Notis which supplied pull request details qualify as a real opportunity and what context to include.
- 4Choose the Notis webhook trigger, then choose where run reports should go.
- 5Test with one real example and send a Bitbucket event to the webhook.
Questions about this workflow
Does Notis create an opportunity for every pull request?
No. Describe the deal signals Notis should look for in the prompt. A pull request alone does not establish that a commercial opportunity exists.
What information should the webhook include?
Include enough context to identify the potential deal, such as its customer or project name, value or scope if known, and a link or summary. Missing details should be supplied by you.
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
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.