Track campaign image projects as opportunities
When an image project represents a real sales opportunity, create the opportunity in Salesforce with the known deal context.
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 campaign work can stay trapped in creative requests without a clear place in the pipeline.
- Bring qualified visual projects into the sales pipeline.
- Keep campaign context connected to the deal.
- Avoid guessing deal values or stages.
Setup
Build it in a few focused steps.
- 1Connect Claid ai and Salesforce once in Notis.
- 2Create an automation and describe which commercial image projects qualify.
- 3Choose the Notis webhook trigger for the project handoff.
- 4Choose where run reports go.
- 5Test with one real opportunity handoff containing the required Salesforce details.
Questions about this workflow
What does Salesforce need to create an opportunity?
The handoff must include required opportunity details such as name, stage, and close date, along with any valid record references you ask Notis to use.
Will Notis estimate missing deal details?
No. Missing values such as stage, close date, or deal amount must be supplied by you or reported as missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Claid ai to Salesforce. A trigger fires from one place; an action lands in another.
Claid ai 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.
Claid ai and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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