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Notis

Clone a Salesforce opportunity for a repeat Eventbrite event

Reuse a proven event opportunity structure without rebuilding it from memory.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

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.

Why this helps

Repeat events create avoidable setup work and inconsistent pipeline records.

  • Reuses a known opportunity structure.
  • Requires explicit repeat-event intent.
  • Reduces setup friction for recurring events.

Setup

Build it in a few focused steps.

  • 1Connect Eventbrite and Salesforce to Notis once.
  • 2Tell Notis to clone the exact Salesforce opportunity ID only when the scheduled Eventbrite context explicitly identifies a repeat and supplies intended new opportunity values and status; never treat historical won revenue as new revenue.
  • 3Choose a recurring schedule and a channel for reports.
  • 4Test with one approved repeat context and inspect the cloned opportunity values before using it.

Questions about this workflow

Does this clone automatically every event?

No. The supplied context must explicitly identify a repeat and provide the source opportunity ID.

Are products always copied?

Only when the action input and Salesforce pricebook conditions support the supplied choice.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Eventbrite to Salesforce. A trigger fires from one place; an action lands in another.

Eventbrite triggers

Salesforce actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add contact to campaign

Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

ActionInstant

Add lead to campaign

Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Associate contact to account

Associates a contact with an account by updating the contact's accountid field.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Eventbrite and Salesforce, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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