Turn a stay proposal into a Salesforce opportunity
When a stay proposal represents a real sales opportunity, capture it in Salesforce while the client context is clear.
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
Promising proposals can stay buried in booking research instead of entering the pipeline where they can be tracked.
- Capture qualified stay proposals in the Salesforce pipeline.
- Preserve supplied deal details in a single opportunity record.
- Reduce manual re-entry between stay research and sales tracking.
Setup
Build it in a few focused steps.
- 1Connect Blue Pillow Hotels & Stays and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Tell Notis to create a Salesforce opportunity from a qualified proposal using only the deal details and required values supplied in the request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real proposal and verify required opportunity details before using it for live requests.
Questions about this workflow
What information is needed to create the opportunity?
The request should supply the required opportunity details, including a name, stage, and close date, along with any other fields your Salesforce setup requires.
Can it attach the opportunity to an account?
Yes, if the request provides a valid Salesforce account identifier and your prompt instructs Notis to use it.
Will every recommendation become an opportunity?
No. Define a qualification rule in your prompt so only proposals that represent a real deal are recorded.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Blue Pillow Hotels & Stays to Salesforce. A trigger fires from one place; an action lands in another.
Blue Pillow Hotels & Stays 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.
Blue Pillow Hotels & Stays and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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