Turn qualified phone inquiries into Salesforce opportunities
Move a strong phone inquiry into the pipeline while the details are fresh, using the information sent to your Notis webhook.
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
A promising call can remain only a conversation when nobody creates the opportunity and records a next step.
- Capture qualified phone inquiries in the opportunity pipeline.
- Use caller and deal context included in the request.
- Reduce the delay between a conversation and CRM entry.
Setup
Build it in a few focused steps.
- 1Connect Callerapi and Salesforce once in the Notis portal.
- 2Create an automation and name it for qualified inquiry opportunities.
- 3Tell Notis when an inquiry qualifies and to create a Salesforce opportunity using the supplied deal details.
- 4Choose the webhook trigger and where Notis should send run reports.
- 5Test with one real qualified inquiry and confirm required opportunity details are included.
Questions about this workflow
What must be included to create an opportunity?
The request should include the opportunity name, stage, and close date required by Salesforce, plus any other details your process needs.
Can it attach the opportunity to an existing account?
Yes, if the request includes a valid Salesforce account reference and your Salesforce setup supports that relationship.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Callerapi to Salesforce. A trigger fires from one place; an action lands in another.
Callerapi 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.
Callerapi and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Salesforce.