Bring demographic market context into Salesforce opportunities
Give a deal a clearer market rationale by pairing Census evidence with opportunity details your team supplies.
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
Sales opportunities can lack a concise market rationale when demographic research is disconnected from the CRM.
- Attach relevant population and economic context to a deal brief.
- Keep market rationale close to the opportunity record.
- Avoid retyping research summaries into the CRM.
Setup
Build it in a few focused steps.
- 1Connect Census bureau and Salesforce once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis which Census geography and indicators to analyze, and provide the opportunity name, stage, close date, and other deal details to use.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real deal brief and verify the new opportunity.
Questions about this workflow
Will Census provide the opportunity fields?
No. Census provides demographic statistics. Supply the required deal details, including opportunity name, stage, and close date.
Can Notis estimate market size from population data?
It can summarize or analyze available statistics against assumptions you provide. Revenue, conversion, and pricing assumptions must come from you.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Census bureau to Salesforce. A trigger fires from one place; an action lands in another.
Census bureau 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.
Census bureau and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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