Carry a qualified Breeze request into your pipeline
Send the relevant project update to Notis and create a Salesforce opportunity when the request includes enough information to open one.
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
Expansion opportunities raised during project work can disappear if nobody captures them in the sales pipeline.
- Capture qualified expansion opportunities where project context is shared.
- Keep the originating request attached to the opportunity details.
- Skip creation when required Salesforce opportunity details are unavailable.
Setup
Build it in a few focused steps.
- 1Connect Breeze and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, ask Notis to create an opportunity only when the incoming Breeze request identifies a clear account and includes the required opportunity name, stage, and close date.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real qualified opportunity request.
Questions about this workflow
What details does Salesforce require for an opportunity?
The opportunity requires a name, stage, and close date. Include a valid account reference if you want it associated with an account.
Will it create an opportunity from any project request?
No. Set the instruction to create one only when the request clearly indicates a qualified sales opportunity.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Breeze to Salesforce. A trigger fires from one place; an action lands in another.
Breeze 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.
Breeze and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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