Prepare a discovery form for the next opportunity conversation
Turn an opportunity update into a practical discovery form, so the next conversation starts with better questions.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Create form
Tool to create a new form. use when you need to define and store a form structure.
Why this helps
Sales teams can lose time recreating discovery questions whenever an opportunity changes stage or scope.
- Create a discovery artifact alongside meaningful opportunity changes.
- Make it easier to collect missing buying and scope details.
- Keep preparation grounded in the Opportunity data available to Notis.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Byteforms once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to create a Byteforms discovery form for a changed Opportunity, using available details and including questions about any information your team still needs.
- 4Choose the New or Updated Opportunity trigger and a report destination.
- 5Test with one real Opportunity update and inspect the created form.
Questions about this workflow
Can this detect a particular Opportunity stage?
The listed trigger fires when an Opportunity is created or updated. Describe the desired outcome in the prompt; do not expect an unlisted trigger filter.
Does it update an existing discovery form?
The selected action creates a new form. The available Byteforms actions do not include editing a form.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Byteforms. A trigger fires from one place; an action lands in another.
Salesforce triggers
Byteforms actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create form
Tool to create a new form. use when you need to define and store a form structure.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Form
Tool to delete a form by its id. use when you need to remove an existing form permanently.
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 all forms
Tool to fetch all forms created by the authenticated user. use after authentication to list existing forms.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Get Form By ID
Tool to retrieve a specific form using its id. use when you need to fetch form details by providing the form's unique identifier.
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 Form Responses
Tool to retrieve responses for a specific form with optional pagination and filtering. use when the form has collected submissions and you need to navigate large result sets.
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 Byteforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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