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Notis

Track qualified CDN launch requests as opportunities

Move a genuine commercial request into Salesforce with its source context intact.

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 deals that begin in technical conversations can be overlooked when they are not captured in the sales pipeline.

  • Capture qualified commercial intent in Salesforce.
  • Carry the original request context into the opportunity.
  • Reduce manual re-entry between infrastructure and sales work.

Setup

Build it in a few focused steps.

  • 1Connect Bunnycdn and Salesforce once in Notis.
  • 2Create an automation in the portal or by describing the outcome to Notis.
  • 3In one instruction, define what makes the webhook a qualified opportunity and which available details to include.
  • 4Choose the webhook trigger and a channel for run reports.
  • 5Test with one real qualified request and confirm required opportunity details are present.

Questions about this workflow

Will every technical request create an opportunity?

State the qualification criteria in the instruction. If required information is missing, the automation should report that instead of creating an incomplete opportunity.

What information does Salesforce require?

The Salesforce action requires its necessary opportunity details, including a name, stage, and close date. Provide these in the webhook or instruction.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Bunnycdn to Salesforce. A trigger fires from one place; an action lands in another.

Bunnycdn triggers

Salesforce actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add contact to campaign

Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

ActionInstant

Add lead to campaign

Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Associate contact to account

Associates a contact with an account by updating the contact's accountid field.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Bunnycdn and Salesforce, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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