Know what changed in an opportunity at a glance
Get a focused brief after an opportunity is created or updated, so you can see the change and decide what deserves attention.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Create Message
Tool to create a new message completion. use when you need to generate assistant text given a conversation history.
Why this helps
Important deal changes are easy to miss when updates are scattered across records and notifications.
- See a short explanation of the returned opportunity details.
- Surface follow-up questions when the record lacks decision-making context.
- Keep review focused on the change that triggered the automation.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Anthropic administrator once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language; give it a name and prompt.
- 3In one instruction, ask Notis to summarize the opportunity details provided, identify missing context, and suggest one review step without assuming a deal outcome.
- 4Pick the New or Updated Opportunity trigger, then choose where run reports go.
- 5Test with one real opportunity update and check the summary against the record.
Questions about this workflow
Can the summary tell me why an opportunity changed?
Only when the trigger payload or returned Salesforce details explain the reason. Otherwise, ask Notis to say that the reason is not available.
Will this update the opportunity?
No. The selected Anthropic action creates a text summary for your run report; it does not change Salesforce.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Anthropic administrator. A trigger fires from one place; an action lands in another.
Salesforce triggers
Anthropic administrator actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Message
Tool to create a new message completion. use when you need to generate assistant text given a conversation history.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Model
Tool to retrieve details of a specific model by its id. use after confirming the model id is valid.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
List models
Tool to list available models. use when you need to see which models are available before selection.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Prompt Caching
Tool to cache and reuse prompt content to reduce costs and latency. use after you have static prompt portions you intend to reuse across calls.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce and Anthropic administrator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Anthropic administrator.