Create opportunities from Cloro intent signals
When research shows real buying intent, give it a place in your pipeline immediately.
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
High-intent signals lose value when creating an opportunity requires another manual step.
- Capture intent while it is fresh
- Standardize opportunity creation
- Reduce pipeline gaps
Setup
Build it in a few focused steps.
- 1Connect Cloro and Salesforce in Notis once.
- 2Create the automation and state when a new opportunity should be created.
- 3Tell Notis to create a Salesforce opportunity from qualifying Cloro intent.
- 4Choose the notis_webhook trigger for incoming research.
- 5Choose a report channel and test with one real intent payload.
Questions about this workflow
What is required to create an opportunity?
Provide the opportunity details available in the Cloro payload and your preferred Salesforce defaults in the prompt.
Can duplicate opportunities be avoided?
Ask Notis to check for an existing matching opportunity before creating one, using available Salesforce context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cloro to Salesforce. A trigger fires from one place; an action lands in another.
Cloro 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.
Cloro and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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