Record requested products on Salesforce opportunities
Keep deal records aligned with what prospects actually asked to buy, provided the opportunity and eligible product are clear.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Product requests shared in chat can be missed when someone has to update the opportunity line items later.
- Capture explicit product requests on the relevant opportunity.
- Check that the opportunity's pricebook supports the requested product.
- Avoid adding line items when references or pricebook eligibility are unclear.
Setup
Build it in a few focused steps.
- 1Connect Botbaba and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, ask Notis to add a product to the supplied Salesforce opportunity only when the conversation explicitly requests it and the product exists in a pricebook entry associated with that opportunity.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real opportunity and product request, then confirm the line item.
Questions about this workflow
What if the product is not in the opportunity's pricebook?
The action requires an eligible pricebook entry associated with the opportunity. Notis should report the mismatch and skip the addition.
Can Notis choose a product from an approximate name?
Only if the available Salesforce data supports a confident match. Ambiguous product matches should be reported rather than guessed.
Does this create a new opportunity?
No. It adds a product line item to an existing opportunity, which must be identified and valid.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Botbaba to Salesforce. A trigger fires from one place; an action lands in another.
Botbaba 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.
Botbaba and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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