Find customer follow-up in opportunities during incident reviews
Check whether open incidents overlap with active opportunities so the team can coordinate the right customer conversation.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List opportunities
Lists opportunities from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Teams can miss incident context affecting an active deal when engineering and pipeline reviews happen separately.
- Bring relevant incident context into pipeline reviews.
- Focus on opportunities linked by supplied account or record identifiers.
- Give the team a concise report without changing opportunity data.
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 opportunity incident review.
- 3Tell Notis to review open Bugsnag incidents and Salesforce opportunities, reporting only matches supported by supplied account identifiers and including the incident link.
- 4Choose a Notis schedule as the trigger and set the review cadence.
- 5Choose a report channel, then test with one incident and a known open opportunity.
Questions about this workflow
Does this update Salesforce opportunities?
No. It reviews opportunity records and reports relevant incident context. It does not change opportunity fields.
What context is needed to match an incident to an opportunity?
Provide a reliable shared account or record identifier. The workflow should not infer a relationship from an error message alone.
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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