Turn a market signal into a Salesforce opportunity
Schedule a search around a named prospect or buying signal. When the findings support a real deal and the needed opportunity details are supplied, Notis can create the Salesforce opportunity.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create opportunity
Creates a new opportunity in salesforce with the specified information.
Why this helps
Potential deals can remain in notes because nobody turns a timely market signal into a pipeline record.
- Bring timely public signals into pipeline review.
- Create an opportunity only when the request includes the required deal details.
- Keep research and opportunity creation in one workflow.
Setup
Build it in a few focused steps.
- 1Connect Ceramic and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name and prompt.
- 3Describe the search topic and only create an opportunity when you provide the name, stage, close date, and any required account details.
- 4Choose a recurring schedule and select where Notis should send run reports.
- 5Test with a real market signal and review the created opportunity fields.
Questions about this workflow
What details are needed to create an opportunity?
Salesforce requires opportunity name, stage name, and close date. Provide these details in your instruction or request, and provide valid account details if you want the opportunity associated with an account.
Will every search result create an opportunity?
No. Your instruction should specify a meaningful signal threshold and require the necessary opportunity details before creation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ceramic to Salesforce. A trigger fires from one place; an action lands in another.
Ceramic 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.
Ceramic and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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