Create opportunities from BrainGraph buying signals
Move strong buying evidence into pipeline while it is still timely.
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
Signals are found in scattered material but pipeline updates happen too late.
- Capture pipeline earlier
- Keep evidence behind opportunity creation
- Give sales a focused handoff
Setup
Build it in a few focused steps.
- 1Connect BrainGraph and Salesforce in Notis once.
- 2Create an automation named BrainGraph signal to opportunity.
- 3Tell Notis to create a Salesforce opportunity only when the supplied evidence meets your stated threshold.
- 4Choose the Notis webhook trigger and a report channel.
- 5Test with one confirmed buying signal.
Questions about this workflow
Can Notis apply my qualification threshold?
Yes, state the threshold in plain language in the automation prompt.
What mandatory opportunity details are needed?
Supply the opportunity name, stage, and close date required by your Salesforce setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link BrainGraph to Salesforce. A trigger fires from one place; an action lands in another.
BrainGraph 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.
BrainGraph and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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