Create Salesforce opportunities from captured deal context
Move a deal mentioned on a webpage into Salesforce when the capture includes enough information to define 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
Deal signals found during research can be forgotten when they require manually switching into Salesforce to create an opportunity.
- Capture actionable deal context in Salesforce.
- Create opportunities only when the prompt's criteria are met.
- Keep review reports for cases with missing required information.
Setup
Build it in a few focused steps.
- 1Connect CaptureKit and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the deal capture flow.
- 3Describe what captured information qualifies as a deal and require the opportunity details Salesforce needs, including a close date and stage.
- 4Choose the notis_webhook trigger and a report channel.
- 5Test with one real page that contains clear deal context and review the result.
Questions about this workflow
Will any captured page create an opportunity?
No. Specify the deal signals that qualify. The prompt should also account for required opportunity details such as name, stage, and close date.
Can it connect the opportunity to an account?
It can use an account reference when the capture or your prompt supplies a valid Salesforce account identifier. A company name alone may not be enough.
What if key deal details are missing?
Tell Notis to skip creation and report the missing details for follow-up.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link CaptureKit to Salesforce. A trigger fires from one place; an action lands in another.
CaptureKit 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.
CaptureKit 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.