Turn a Clay buying signal into a Salesforce opportunity
Give a credible buying signal a clear place in your pipeline, with the available research ready for the sales conversation.
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
A buying signal is found during research but never becomes a trackable opportunity in Salesforce.
- Make a researched sales signal visible in pipeline work.
- Reduce manual opportunity setup.
- Keep available research close to the opportunity.
Setup
Build it in a few focused steps.
- 1Connect Clay and Salesforce once in Notis.
- 2Create an automation defining which buying signals warrant an opportunity and what available context to include.
- 3Choose a webhook trigger for the signal.
- 4Choose where run reports should go.
- 5Test with one real signal and inspect the Salesforce opportunity.
Questions about this workflow
What information does Salesforce require?
The listed Create opportunity action creates an opportunity with specified information. Provide the required fields for your Salesforce setup, including stage and close date if your org requires them.
Can it associate an account?
Instruct Notis to link the opportunity to an existing account when the account can be identified from available data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clay to Salesforce. A trigger fires from one place; an action lands in another.
Clay 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.
Clay and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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