Move qualified call handoffs into the opportunity pipeline
Give a qualified deal from Callingly a place in Salesforce once the handoff has enough information to create it.
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
Promising call handoffs can disappear before anyone creates a deal record and plans the next step.
- Create a deal record from an explicit qualified handoff.
- Keep pipeline entry close to the conversation that produced it.
- Flag missing opportunity details for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Callingly and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and describe the qualified handoff outcome.
- 3Tell Notis to create a Salesforce opportunity from the supplied deal details and report missing name, stage, or close date.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real handoff and confirm the opportunity in Salesforce.
Questions about this workflow
What information does Salesforce require?
The deprecated create opportunity record action calls out name, stage name, and close date as mandatory. Confirm any additional requirements in your Salesforce org during the test.
Will it create an opportunity for every call?
Only if the prompt and request identify a qualified deal handoff. Call history alone does not establish that a deal is qualified.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Callingly to Salesforce. A trigger fires from one place; an action lands in another.
Callingly 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.
Callingly and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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