Turn a qualifying BTCPay invoice into a Salesforce opportunity
Bring a payment signal into the sales pipeline when it represents a real opportunity for continued customer work.
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 meaningful payment signal can arrive without prompting anyone to capture the related sales opportunity in Salesforce.
- Create a visible sales record from a qualifying payment signal.
- Use invoice context supplied by the webhook.
- Keep the opportunity tied to an existing Salesforce account when a valid reference is provided.
Setup
Build it in a few focused steps.
- 1Connect BTCPay Server and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis what invoice criteria qualify and to create an opportunity linked to the valid Salesforce account reference in the notification.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real qualifying notification and a valid account reference.
Questions about this workflow
What counts as a qualifying invoice?
Set the criteria in your instruction, such as a threshold or invoice status, using data actually included in the webhook.
Can the opportunity link to an account?
The webhook must include a valid Salesforce account ID if you want the opportunity associated with that account.
Will Notis invent a sales stage or close date?
No. Provide appropriate values in the instruction based on your Salesforce process and available data, or make sure your Salesforce defaults satisfy required fields.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Btcpay server to Salesforce. A trigger fires from one place; an action lands in another.
Btcpay server 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.
Btcpay server and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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