Turn Coassemble course requests into Salesforce opportunities
Capture the commercial follow-up while the course request is fresh. Notis can use the request details to create a Salesforce opportunity for your team to review.
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
Course requests can sit outside the CRM while founders switch between training conversations and sales follow-up.
- Create a CRM follow-up from a course request
- Keep supplied request context with the opportunity
- Reduce manual switching between training and sales tools
Setup
Build it in a few focused steps.
- 1Connect Coassemble and Salesforce once in the Notis portal.
- 2Create an automation and describe that each course request should create a Salesforce opportunity using the supplied details.
- 3Pick a Notis webhook trigger and choose where run reports should go.
- 4Test with one real course request; provide a valid opportunity name, stage and close date if the request does not include them.
Questions about this workflow
What starts this workflow?
A Notis webhook starts it when an HTTP request sends the course request details to the automation.
Does Coassemble provide an event trigger for this workflow?
No. Coassemble has no trigger events in this package, so the workflow uses a Notis webhook.
What if the request does not include opportunity requirements?
Salesforce requires an opportunity name, stage and close date. Supply missing values in the instruction or request data before testing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Coassemble to Salesforce. A trigger fires from one place; an action lands in another.
Coassemble 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.
Coassemble and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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