Connect customer incidents to qualified Salesforce opportunities
When an incident reveals a real commercial next step, capture it as an opportunity with the context already at hand.
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
Potential expansion or recovery work tied to an incident can be lost when it remains only in engineering alerts.
- Capture a supplied commercial follow-up in Salesforce.
- Keep the incident link and rationale alongside the opportunity.
- Avoid treating every technical error as a sales opportunity.
Setup
Build it in a few focused steps.
- 1Connect Bugsnag and Salesforce once in the Notis portal.
- 2Create an automation in Automations and name it for qualified incident opportunities.
- 3Tell Notis to create a Salesforce opportunity only when the incoming incident includes a clear commercial rationale and the required opportunity details.
- 4Choose the Notis webhook trigger and configure the incoming request to include supplied Salesforce account and opportunity context.
- 5Choose a report channel, then test with one real, qualified example.
Questions about this workflow
Will every Bugsnag error create an opportunity?
No. The instruction should require explicit commercial context and sufficient opportunity details. An error by itself is not evidence of a sales opportunity.
Can Notis invent a Salesforce account or sales stage?
No. Supply the account reference and required opportunity details, including the stage and close date required by your Salesforce setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bugsnag to Salesforce. A trigger fires from one place; an action lands in another.
Bugsnag 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.
Bugsnag and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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