Move a validated deal brief into Salesforce
Use a request to carry a structured deal brief from Cody into a new opportunity, with required details checked first.
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
A promising deal brief can lose momentum while someone manually transfers it into Salesforce.
- Reduce manual opportunity entry
- Check key deal details before creation
- Keep the opportunity grounded in supplied information
Setup
Build it in a few focused steps.
- 1Connect Cody and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe how to use the deal brief and require opportunity name, stage name, and close date before creation.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one deal brief containing all required details.
Questions about this workflow
Which required details are listed for opportunity creation?
The deprecated record action lists name, stage name, and close date. Use the non-deprecated Create opportunity action and provide its necessary fields.
Can Notis choose a close date from incomplete research?
Ask it to report missing dates rather than invent one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cody to Salesforce. A trigger fires from one place; an action lands in another.
Cody 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.
Cody 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.