Separate new BotMape expansion work into a Salesforce opportunity
Keep a distinct customer project visible without rebuilding the opportunity details by hand.
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 expansion conversation can get buried in an existing deal even when it represents separate work.
- Give a distinct expansion project its own opportunity record.
- Reuse details from the identified source opportunity.
- Keep existing product lines when the workflow is configured to clone them.
Setup
Build it in a few focused steps.
- 1Connect BotMape and Salesforce once in the Notis portal.
- 2Create an automation and describe what qualifies as a separate expansion opportunity.
- 3Choose a Notis webhook trigger and select a report channel.
- 4Test with a valid source opportunity ID and review the resulting clone.
Questions about this workflow
Will the clone include products?
The action can optionally clone products. State whether to include them in the instruction.
Can this be used for an uncertain expansion signal?
Set a clear threshold that the conversation must meet. Have Notis report ambiguous cases instead of creating duplicate opportunities.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link BotMape to Salesforce. A trigger fires from one place; an action lands in another.
BotMape 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.
BotMape and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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