Create opportunities for verified prospects
When a verified prospect is ready for a deal record, create the opportunity from the details included with the result.
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
Moving a qualified conversation into Salesforce can get delayed when deal context and email verification live in separate places.
- Create an opportunity only when the submitted result meets your deliverability rule.
- Keep opportunity creation tied to supplied deal context.
- Reduce manual re-entry between verification and Salesforce.
Setup
Build it in a few focused steps.
- 1Connect Bulk Email Checker and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to create an opportunity for deliverable results using the supplied opportunity details and valid Salesforce references.
- 4Choose the webhook trigger and select where run reports should go.
- 5Send one real result with complete opportunity details and review the created record.
Questions about this workflow
Will this invent deal details?
No. Supply the opportunity details needed by your Salesforce process with the webhook request.
Can the opportunity be associated with an account?
Include a valid Salesforce account ID and ask Notis to use it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bulk Email Checker to Salesforce. A trigger fires from one place; an action lands in another.
Bulk Email Checker 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.
Bulk Email Checker and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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