Give Cloudflare protection requests a clear sales path
When an incoming request signals a commercial opportunity, capture it in Salesforce for the right follow-up.
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
Requests for security help can be scattered across operational channels and missed by the commercial team.
- Capture qualified requests in the sales pipeline.
- Preserve the original request context for follow-up.
- Reduce manual re-entry of customer information.
Setup
Build it in a few focused steps.
- 1Connect Cloudflare and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe in one instruction when an incoming Cloudflare request qualifies for an opportunity and what context to include.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real request and review the created opportunity.
Questions about this workflow
Will every webhook request create an opportunity?
Tell Notis what qualifies. Include enough request context in the webhook payload for the automation to make that decision.
Does Salesforce require opportunity details?
The connected Salesforce action may require fields such as a name, stage, and close date. Provide sensible values in your instruction or request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cloudflare to Salesforce. A trigger fires from one place; an action lands in another.
Cloudflare 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.
Cloudflare and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Salesforce.