Move qualified deals from reports into Salesforce
When a Carbone report confirms a deal worth tracking, create the opportunity with the information the report provides.
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
Potential deals can stay buried in a report instead of entering the pipeline.
- Capture explicitly qualified opportunities promptly.
- Keep opportunity creation tied to report evidence.
- Avoid retyping deal details by hand.
Setup
Build it in a few focused steps.
- 1Connect Carbone and Salesforce once in the Notis portal.
- 2Create an automation in the portal or tell Notis to create one.
- 3Ask Notis to create an opportunity only when the report explicitly qualifies a deal.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with a report containing the required opportunity details.
Questions about this workflow
What information is needed to create an opportunity?
Salesforce requires opportunity name, stage name, and close date. Include those details in the report or webhook context.
Will this create an account too?
No. This workflow creates an opportunity. If it must be associated with an account, provide a valid account ID.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Carbone to Salesforce. A trigger fires from one place; an action lands in another.
Carbone 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.
Carbone and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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