Turn a spoken deal brief into a Salesforce opportunity
Send a voice brief after the key deal details are confirmed. Notis can create the opportunity and surface any missing required information before it reaches Salesforce.
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
Deal details can be clear in a conversation but still take several manual steps to enter.
- Move confirmed deals into the pipeline sooner
- Keep the supplied account context attached
- Avoid filling required deal fields with assumptions
Setup
Build it in a few focused steps.
- 1Connect CAMB.AI and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for deal intake.
- 3Tell Notis to create an opportunity from each submitted brief only when name, stage, and close date are supplied, use a provided valid account ID, and report missing details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real deal brief and verify the opportunity details.
Questions about this workflow
Which deal details need to be included?
Include the opportunity name, stage, and close date. Supply a valid Salesforce account ID when the deal belongs to an account.
Can Notis estimate the close date from the conversation?
Use an explicitly agreed date or ask Notis to report that the date is missing. Estimates should be reviewed before creating the opportunity.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link CAMB.AI to Salesforce. A trigger fires from one place; an action lands in another.
CAMB.AI 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.
CAMB.AI and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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