Keep proposal context with its Salesforce opportunity
After you send a proposal, capture its stated scope and next step on the related opportunity so the deal record reflects what actually went out.
Trigger
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Proposal details and promised next steps can stay in sent mail while the Salesforce opportunity falls behind.
- Keep a concise proposal record with the opportunity.
- Capture next steps explicitly stated in the sent message.
- Avoid attaching proposal context to the wrong opportunity.
Setup
Build it in a few focused steps.
- 1Connect Outlook and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a concise note on the matching Salesforce opportunity when a sent email clearly contains a proposal, and to use only details stated in the message.
- 4Pick the Outlook New Sent Message trigger and choose where run reports should go.
- 5Test with one real sent proposal email and verify the note is on the correct opportunity.
Questions about this workflow
How does it identify the opportunity?
It can use the recipient and opportunity details present in the message when those make the match clear. Ask Notis to skip the note if more than one opportunity could match.
Will it log the proposal attachment contents?
The workflow is grounded in details available in the email. Do not assume Notis can read an attachment unless that capability is available in your connected setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Salesforce. A trigger fires from one place; an action lands in another.
Outlook triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
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.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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