Capture package expansion opportunities in Salesforce
When a customer package signal points to a commercial expansion, give it a place in the pipeline.
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.
Why this helps
Expansion signals can stay buried in package activity instead of becoming visible pipeline work.
- Record package related expansion in the Salesforce pipeline.
- Carry the customer and package context into the opportunity.
- Reduce the delay between a signal and pipeline review.
Setup
Build it in a few focused steps.
- 1Connect Cloudsmith and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a Salesforce opportunity only when the webhook and your instruction provide the account, opportunity name, stage, and close date.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real qualified expansion payload and verify the opportunity.
Questions about this workflow
What information does Salesforce require?
The opportunity action needs the information required by your Salesforce setup. Provide an opportunity name, stage, and close date, and include a valid account when relevant.
Will it decide whether an expansion is qualified?
You must state the qualification criteria in the instruction and include the supporting details in the webhook payload.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cloudsmith to Salesforce. A trigger fires from one place; an action lands in another.
Cloudsmith triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Create a new account.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Abort query job
Add contact to campaign
Add a contact to a campaign to track engagement.
Add lead to campaign
Add a lead to a campaign to track engagement.
Add product to opportunity
Add a product to an opportunity using its associated price book.
Apply lead assignment rules
Apply lead assignment rules to route a lead to its appropriate owner.
Associate contact to account
Associate a contact with an account, replacing any existing account association.
Clone opportunity with products
Clone an opportunity, optionally including its products.
Connect any two apps with Notis in the middle.
Cloudsmith and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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