Create opportunities from qualified conversions
Give a qualified deal a place in Salesforce when the conversion request contains enough deal context.
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
A promising conversion can lack a clear deal record, leaving its value and next steps outside the pipeline.
- Create an opportunity from supplied deal context.
- Keep qualified conversion work visible in the pipeline.
- Avoid inventing deal stage, close date, or account details.
Setup
Build it in a few focused steps.
- 1Connect Bread & Butter and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for qualified deal intake.
- 3Tell Notis to create an opportunity only when the request supplies its name, stage, close date, and any referenced valid Salesforce identifiers.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real qualified deal request and review the new opportunity.
Questions about this workflow
Which opportunity details are required?
Salesforce opportunity creation requires a name, stage name, and close date. Supply any account or campaign identifiers that should be associated.
Can Notis decide the close date or stage?
Only if you provide an explicit rule and the request contains the information needed to apply it. Otherwise, missing values should be reported for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bread & Butter to Salesforce. A trigger fires from one place; an action lands in another.
Bread & Butter 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.
Bread & Butter and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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