Plan a posting cadence when an opportunity closes
Turn a Salesforce win into a ready-to-use posting rhythm, without stopping to plan the schedule by hand.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Create Auto Schedule
Tool to create a new auto-post schedule with specified times and optional weekday filters. use when setting up recurring posting plans.
Why this helps
New wins can sit unnoticed while you switch between CRM follow-up and social planning.
- Start a repeatable announcement cadence when an opportunity changes.
- Keep the schedule setup tied to the CRM event that prompted it.
- Reduce the manual handoff from sales updates to social planning.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Ayrshare once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to review new or updated opportunities and create an Ayrshare schedule for wins that match your announcement criteria.
- 4Pick the Salesforce New or Updated Opportunity trigger and choose where run reports go.
- 5Test with one real opportunity update.
Questions about this workflow
Does this publish an announcement about the opportunity?
No. This action creates an auto-post schedule. It does not create or publish post content.
How should Notis decide which opportunity updates qualify?
Include your criteria in the instruction, such as the stage or deal details to review. Notis can only use data returned by the trigger.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Ayrshare. A trigger fires from one place; an action lands in another.
Salesforce triggers
Ayrshare actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Auto Schedule
Tool to create a new auto-post schedule with specified times and optional weekday filters. use when setting up recurring posting plans.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete a previously published Ayrshare post
Tool to delete an ayrshare post. use when you need to remove a published or scheduled post by its ayrshare post id, after confirming the correct id. note: instagram and tiktok published posts cannot be deleted via api; set `mark manual deleted=true` or remove manually.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Get Post History
Tool to retrieve ayrshare post history with metrics. use when you need to fetch and filter past posts by date, status, or record count.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Set Auto Schedule
Tool to set up an auto-post schedule with specified times and optional weekday filters. use when scheduling posts around a recurring pattern.
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 Ayrshare, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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