Turn a won opportunity into a payment request
Move from closed won to payment collection without having to start a separate payment workflow by hand.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Create Payment Request
Tool to create a new payment request for a store. use after confirming store id.
Why this helps
The handoff from a won deal to the first payment request can stall when it depends on someone remembering a separate step.
- Start the payment step from opportunity updates.
- Reduce manual handoffs after a deal is won.
- Use a clear instruction for the store and agreed amount.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and BTCPay Server once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Tell Notis in one instruction to create a payment request for the qualifying won opportunity and state how to determine its amount and store.
- 4Pick the Salesforce New or Updated Opportunity trigger and choose where run reports go.
- 5Test with one real opportunity and check that the request reflects the deal.
Questions about this workflow
Does the trigger only fire when an opportunity is won?
The listed trigger covers new or updated opportunities. Your instruction should tell Notis what qualifies as won using the returned opportunity data.
Can Notis infer the agreed price?
Only if the relevant amount is returned in the Salesforce data. If it is not, specify the amount or explain where it is available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Btcpay server. A trigger fires from one place; an action lands in another.
Salesforce triggers
Btcpay server actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Payment Request
Tool to create a new payment request for a store. use after confirming store id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Store
Tool to create a new store in btcpay server. use when you need to provision a new store before processing transactions.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Create BTCPay Server User
Tool to create a new btcpay server user. use when you need to register a new user programmatically as an administrator.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Register a Webhook
Tool to register a new webhook. use when you need to receive store event notifications.
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.
Delete API Key
Tool to revoke a specific api key. use when you need to remove an api key to immediately prevent its use. call after identifying the key to revoke.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Delete Payment Request
Tool to delete a specific payment request. use when you need to archive/remove an existing payment request for a store.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Delete Store Payout
Tool to delete a specific payout from a store. use when you need to cancel a payout no longer needed.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Get API Key
Tool to retrieve the current api key. use after authentication to get api key details.
Connect any two apps with Notis in the middle.
Salesforce and Btcpay server, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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