Capture Opportunities from Any Source
Have opportunities coming from custom tools or partner systems? Notis provides a webhook that captures them and creates Salesforce opportunities instantly.
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
Opportunities from non-standard sources require manual entry or custom API work, creating lag and lost revenue from delayed opportunity creation.
- Capture opportunities from any external source
- Eliminate manual opportunity creation overhead
- Reduce lag between discovery and opportunity creation
- Enable partner and ecosystem integrations
- Keep all opportunities in Salesforce automatically
Setup
Build it in a few focused steps.
- 1Connect Salesforce to Notis.
- 2Create automation: 'Receive opportunity data from external systems via webhook and create Salesforce opportunities.'
- 3Set trigger to 'Webhook' and copy the unique URL.
- 4Configure your external tool to POST opportunity details to this URL.
- 5Test with a sample opportunity submission.
Questions about this workflow
What fields are required?
Tell Notis: 'Require account name, opportunity name, and close date' or specify your required fields. It validates before creating.
Should opportunities link to accounts?
Yes. Tell Notis: 'Match by company name' or 'look up by domain.' It finds and links accounts intelligently.
Can I add products automatically?
Absolutely. Tell Notis: 'Add recommended products based on account type' and it enriches opportunities with products.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Salesforce. A trigger fires from one place; an action lands in another.
Hubspot triggers
Salesforce actions
Contact Created Trigger
Contact Created Trigger
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.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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 Hubspot and Salesforce. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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