Keep CDN related opportunities moving
Get a focused review of opportunities tied to CDN work, with the next step made clear.
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
Pipeline reviews take extra effort when delivery context lives outside the CRM and stale deals are easy to miss.
- Surface relevant opportunities for a recurring review.
- Highlight missing next steps when the Salesforce data supports it.
- Reduce manual searching across operational and sales context.
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 review outcome.
- 3Ask Notis to review relevant Salesforce opportunities and report which ones need an update, using only available records and context.
- 4Choose a recurring schedule and a channel for run reports.
- 5Test with one run and confirm the summary distinguishes evidence from missing information.
Questions about this workflow
Can the review know which opportunities relate to Bunnycdn?
It needs a reliable indicator such as an opportunity field, name convention, or source context. If none exists, provide the criteria in the instruction.
Will this update opportunities automatically?
This package uses the list opportunities action for review. It reports findings rather than changing opportunity records.
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.
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.
Bunnycdn and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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