Carry a Bonsai proposal milestone into Salesforce
Keep a potential deal visible in your pipeline by creating its Salesforce opportunity from the Bonsai milestone details.
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 proposal milestone can be easy to miss when the project workflow and sales pipeline are maintained separately.
- Record proposal-stage deals in Salesforce promptly.
- Use deal details already present in the webhook request.
- Reduce manual transfer between project and pipeline workflows.
Setup
Build it in a few focused steps.
- 1Connect Bonsai and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for proposal milestones.
- 3In one instruction, ask Notis to create a Salesforce opportunity from each Bonsai proposal milestone request using the supplied deal name, stage, close date, and any valid account details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real milestone request and verify the new opportunity in Salesforce.
Questions about this workflow
What does Salesforce require to create an opportunity?
The request needs the required opportunity details, including name, stage, and close date. Any referenced account identifier must be valid.
Does Bonsai have an opportunity trigger event?
No Bonsai trigger events are provided here. A Notis webhook starts the automation when Bonsai-related milestone data is sent to it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bonsai to Salesforce. A trigger fires from one place; an action lands in another.
Bonsai 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.
Bonsai and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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