Create Salesforce opportunities from verified buying signals
Give credible buying signals a clear place in the pipeline while the evidence is still easy to review.
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 signal can disappear between monitoring, research, and the next pipeline review.
- Convert specified signals into pipeline records.
- Keep the source evidence in the opportunity context when supplied.
- Avoid creating opportunities from vague or incomplete observations.
Setup
Build it in a few focused steps.
- 1Connect Browse AI and Salesforce once in Notis.
- 2Create a named automation from any channel or in Automations, New Automation.
- 3In one instruction, define the buying signals that qualify and ask Notis to create an opportunity only with supplied required details and valid Salesforce references.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real signal and review the opportunity fields and stage.
Questions about this workflow
Which details are needed?
Salesforce opportunity creation requires the information the organization requires, commonly a name, stage, and close date. Supply valid related record IDs when using them.
Can it estimate a close date or stage?
Only use a date or stage provided by your data or explicitly specified in your instructions. Missing pipeline information should be surfaced for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Browseai to Salesforce. A trigger fires from one place; an action lands in another.
Browseai 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.
Browseai and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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