Bring captured web context into scheduled opportunity reviews
See relevant opportunity records alongside current captured website information during a recurring pipeline review.
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
Pipeline reviews take longer when web context and opportunity records live in separate places.
- Pair opportunity records with supplied web findings.
- Make recurring pipeline research easier to scan.
- Report records that merit a closer look.
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 opportunity review.
- 3Tell Notis which supplied CaptureKit findings to compare with Salesforce opportunities and what changes or matches to report.
- 4Choose a notis_cron schedule and a report channel.
- 5Test with one real page and a known opportunity, then check the summary.
Questions about this workflow
Can this detect historical changes on a website?
Only when the CaptureKit information supplied includes a comparable prior version or baseline. Otherwise, Notis can summarize the current findings you provide.
What Salesforce data is available?
The action lists opportunities using a SOQL query. Instruct Notis what opportunities to search for and which results matter.
Does the workflow edit opportunities?
No. It retrieves matching opportunities for the scheduled review; it does not update their fields.
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
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