Move qualified video-sourced deals into Salesforce
Give promising video conversations a clear place in your pipeline.
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
Qualified interest can stall when there is no opportunity record to anchor the next steps.
- Create an opportunity from qualified deal details.
- Keep video source context in the deal record.
- Give the team a concrete pipeline item to review.
Setup
Build it in a few focused steps.
- 1Connect Notis to Salesforce once in the portal.
- 2Create an automation in Notis and name it.
- 3Tell Notis to create an opportunity only when the webhook reports a qualified deal, using the deal details provided.
- 4Choose the webhook trigger and where run reports go.
- 5Test with one real qualified deal and the required opportunity information.
Questions about this workflow
Does a video view create an opportunity?
No. The request should represent a qualified deal and include the details your Salesforce setup requires.
Can it connect the opportunity to an account?
Include the valid existing account identifier in the webhook request when applicable.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Captions to Salesforce. A trigger fires from one place; an action lands in another.
Captions 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.
Captions and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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