Connect call outcomes with the Salesforce opportunities that need a decision
Give Notis call outcomes and let it list opportunities for a regular review, helping you spot deals that need a next step.
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
Sales conversations and opportunity records can tell different stories when call outcomes are not reviewed together.
- Bring call context into pipeline review
- Identify opportunities that may need attention
- Make a recurring review easier to run
Setup
Build it in a few focused steps.
- 1Connect CallOnTheGo and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Describe how Notis should list Salesforce opportunities and compare them with the call outcomes you provide, summarizing records that need review.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with a small set of opportunities and matching call outcomes.
Questions about this workflow
Does this update opportunity stages based on calls?
No. It lists opportunities and summarizes supplied call outcomes for review. The allowed actions here do not include updating opportunities.
What if the call outcome does not identify an opportunity?
Include a Salesforce opportunity identifier or reliable matching context. Leave unmatched outcomes for human review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link CallOnTheGo to Salesforce. A trigger fires from one place; an action lands in another.
CallOnTheGo 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.
CallOnTheGo and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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