Give every opportunity a readable deal brief
Ask Notis to turn opportunity details into a short Bubble brief your team can act on.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Create Thing
Tool to create a new Thing. Use when providing a complete JSON payload to add a new record.
Why this helps
Opportunity records can hold useful facts without making the current deal situation easy to scan quickly.
- Create a compact view of opportunity context.
- Make deal review less dependent on opening several screens.
- Use prompt instructions to highlight the details your team cares about.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Bubble once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Tell Notis to create or update a Bubble deal brief from the opportunity details and any summary rules you provide.
- 4Pick New or Updated Opportunity and choose where run reports go.
- 5Test with one real Salesforce opportunity.
Questions about this workflow
Can Notis identify deal risks?
Notis can analyze returned opportunity data, but define what counts as a risk or missing detail in your prompt.
Will every update create another brief?
Describe whether Notis should create a new record or locate and update an existing brief. The app needs a reliable way to identify that record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Bubble. A trigger fires from one place; an action lands in another.
Salesforce triggers
Bubble actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Bulk Create Things
Tool to bulk create multiple Things in Bubble via newline-separated JSON. Use when you need to insert many records at once. Must have Create via API permission.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Thing
Tool to create a new Thing. Use when providing a complete JSON payload to add a new record.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Delete Thing By ID
Tool to delete a Bubble Thing by its unique ID. Use when you need to remove a specific record via the Bubble Data API.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Get Thing By ID
Retrieves a single Thing (record) from a Bubble Data Type by its unique ID. This is a read-only operation that fetches complete details of a specific record. The response includes all custom fields defined in the Data Type, plus standard Bubble fields (_id, created_by, created_date, modified_date). Use when you need to: - Fetch details of a specific record you know the ID of - Verify a record exists - Get the latest field values for a Thing Note: Requires the Data API to be enabled in your Bubble app settings and the specific Data Type to be exposed via the API.
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.
Patch Thing By ID
Tool to modify selected fields on a Thing by its unique ID. Use after confirming the Thing exists.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Replace Thing by ID
Tool to replace all editable fields on a Thing by its Unique ID. Use when you need a full overwrite of a Thing's fields and reset omitted fields to default.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Download File
Tool to download a file given its URL. Use when you need to retrieve file content and obtain an s3key for subsequent upload tests.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Create Temp File
Tool to upload bytes as a temporary file to Cloudflare R2 and return an S3 key. Use when you need a short-lived file reference before persisting it in a Thing.
Connect any two apps with Notis in the middle.
Salesforce and Bubble, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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