Turn clear Bolna buying intent into Salesforce opportunities
Move a real deal forward with the details the caller actually shared.
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
A serious buying conversation may not become pipeline until someone manually re-enters its details.
- Capture explicit deal conversations as Salesforce opportunities.
- Use confirmed details from the request rather than filling gaps with assumptions.
- Keep incomplete or ambiguous opportunities for review.
Setup
Build it in a few focused steps.
- 1Connect Bolna and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the outcome in one instruction: create an opportunity only when clear buying intent and the Salesforce required details are present; otherwise report what is missing.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real example and review the new opportunity.
Questions about this workflow
What if the caller shows interest but no close date is provided?
The automation should follow your instruction for incomplete deal details, such as skipping creation and reporting the missing information. It should not invent a close date.
Does a call automatically count as an opportunity?
No. Set a clear intent threshold in the instruction so routine inquiries do not become pipeline records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bolna to Salesforce. A trigger fires from one place; an action lands in another.
Bolna 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.
Bolna and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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