Clone a Salesforce opportunity for a new brand scenario
Reuse a proven opportunity structure when a brand signal opens a parallel path.
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
Creating a comparable deal record from scratch adds friction and invites inconsistent details.
- Reuse proven opportunity structure
- Keep product context together
- Create scenario records faster
Setup
Build it in a few focused steps.
- 1Connect Brandfetch and Salesforce in Notis once.
- 2Create an automation describing the source opportunity, scenario and whether products should be copied.
- 3Choose the Notis webhook trigger.
- 4Select a report channel.
- 5Test with one existing opportunity.
Questions about this workflow
Does the source opportunity need products?
No. The action can clone the opportunity and optionally its line items when the source record supports them.
Can the clone use a different name or stage?
Ask Notis to apply the scenario updates supported by the action and report any fields that need manual review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Brandfetch to Salesforce. A trigger fires from one place; an action lands in another.
Brandfetch 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.
Brandfetch and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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