Create Opportunities from External Signals
When your web app, support system, or another tool sends Notis a signal, Notis instantly creates a matching opportunity in Salesforce.
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
Important events happen in your external tools but never make it into Salesforce. Your pipeline doesn't reflect your actual business activity.
- Connects external systems directly to your Salesforce pipeline
- Eliminates context-switching between tools
- Ensures opportunities are captured at the moment they arise
Setup
Build it in a few focused steps.
- 1Connect Salesforce to Notis and get your unique Notis webhook URL.
- 2Create an automation with the prompt: 'When I receive a webhook from my web app signaling a new deal, create an opportunity in Salesforce with the deal details.'
- 3Configure your external system to send HTTP POST requests to your Notis webhook URL when relevant events occur.
- 4Test by triggering an event in your external system—Notis will create the opportunity in Salesforce.
Questions about this workflow
What data can I send through the webhook?
Any JSON data your external system can provide. Notis intelligently extracts deal name, amount, close date, and other relevant fields.
Is the webhook URL secure?
Yes. Notis provides authenticated webhook URLs and can require API keys for additional security if needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Salesforce. A trigger fires from one place; an action lands in another.
Gmail triggers
Salesforce actions
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
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.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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.
Not just Gmail and Salesforce. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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