Turn key opportunity changes into timely calls
When an opportunity changes, a short conversation can keep the next step from slipping. Tell Notis what kind of change warrants a Bolna call.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Make a phone call from agent
Initiate calls
Why this helps
Opportunity changes can be easy to miss when you are juggling CRM updates and follow-up.
- Bring timely voice follow-up into your opportunity workflow.
- Describe the changes that matter in plain language.
- Keep the call tied to the Salesforce opportunity event.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Bolna once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, describe which opportunity changes should prompt a call and which Bolna agent to use.
- 4Pick New or Updated Opportunity and choose where run reports should go.
- 5Test with one real opportunity event and confirm the call starts as intended.
Questions about this workflow
Does this run for both new and updated opportunities?
Yes. The selected Salesforce trigger fires when an Opportunity is created or updated.
Can I limit calls to certain kinds of changes?
Describe the changes that should prompt a call in your instruction. The trigger itself covers created or updated opportunities.
What does Bolna do?
The workflow uses the Bolna Make a phone call from agent action with the agent and call details you specify.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Bolna. A trigger fires from one place; an action lands in another.
Salesforce triggers
Bolna actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete agent by id
Delete an agent
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete batch by id
Delete a batch
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Fetch all batches by agent id
List all batches for agent
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Get all agents
List all agents
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.
Get all phone numbers
List all phone numbers for your account
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Get execution by id
Retrieve specific execution by `execution id`
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Make a phone call from agent
Initiate calls
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Retrieve agent by id
Retrieve an agent
Connect any two apps with Notis in the middle.
Salesforce and Bolna, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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