Create a separate expansion opportunity from a Botbaba request
Keep a new expansion effort distinct by starting from the relevant existing opportunity and its products.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
A new scope of work can get mixed into an old opportunity when it deserves a separate deal record.
- Create a separate record for clearly distinct expansion work.
- Carry forward relevant opportunity details and products from the referenced deal.
- Avoid cloning when the source opportunity or new deal intent is 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 clone the supplied Salesforce opportunity, including its products, only when the Botbaba conversation clearly describes a separate expansion deal.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real expansion request and inspect the cloned opportunity before relying on it.
Questions about this workflow
Will the clone automatically reflect the new scope?
The action clones the source opportunity and optionally its products. Supply any desired updates in context only if supported by the action; otherwise review the clone and adjust it in Salesforce.
What if the customer is only discussing a possible change?
Require a clear request for a separate deal and skip speculative discussions.
Does this require a Salesforce opportunity ID?
Yes, Notis needs a valid reference to the source opportunity to clone it.
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
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.