Turn a regular signal review into pipeline opportunities
A scheduled review can help move researched buying signals into Salesforce using criteria your team defines.
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
Buying signals can sit in research tables until someone manually translates them into pipeline records.
- Create a consistent review of buying signals.
- Reduce the delay from research to pipeline tracking.
- Use a shared written threshold for opportunity creation.
Setup
Build it in a few focused steps.
- 1Connect Clay and Salesforce once in Notis.
- 2Create an automation defining the buying signals and minimum information needed for an opportunity.
- 3Choose a recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one real signal and confirm the opportunity details.
Questions about this workflow
Can Notis invent a close date or stage?
No. Supply the desired rule in the instruction or ensure the required values are available. Otherwise have the automation report the missing information.
Will it update an existing opportunity?
This workflow uses the create opportunity action. Instruct Notis to check Salesforce first if duplicate prevention is important.
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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