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Check solar generation potential for opportunity sites

Give sales conversations a useful energy-planning signal by asking Notis for an hourly Corrently PV forecast when an opportunity is created or updated.

Trigger

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

Action

PV Generation Forecast

Tool to get solar energy production forecasts (hourly output and loss estimates) for a specific location. use when you need hourly pv generation data to optimize energy scheduling.

Why this helps

Sales teams can lose time searching for site-level solar potential while trying to assess an opportunity.

  • Get hourly output and loss estimates for opportunity locations
  • Bring a solar generation forecast into the opportunity follow-up
  • Avoid starting a separate forecast lookup

Setup

Build it in a few focused steps.

  • 1Connect Salesforce and Corrently once in the Notis portal.
  • 2Create an automation in Automations, then New Automation, and name it for solar forecasting.
  • 3In one instruction, ask Notis to request a Corrently PV generation forecast for the opportunity's specific location and summarize the hourly output and loss estimates.
  • 4Pick the Salesforce New or Updated Opportunity trigger, then choose where run reports go.
  • 5Test with one real opportunity that includes a usable site location.

Questions about this workflow

Does this workflow estimate a location from an opportunity name?

The forecast requires a specific location. Make sure the opportunity data or your instruction provides one.

What forecast details does Corrently return?

The listed action provides hourly solar production output and loss estimates for a specific location.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Salesforce to Corrently. A trigger fires from one place; an action lands in another.

Salesforce triggers

Corrently actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

CO₂ Meter Update

Tool to create or update a co₂ meter reading for emissions tracking. use when sending new or updated electricity consumption readings to corrently.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

PV Generation Forecast

Tool to get solar energy production forecasts (hourly output and loss estimates) for a specific location. use when you need hourly pv generation data to optimize energy scheduling.

ActionInstant

Account Created or Updated

Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

TriggerPolling

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

TriggerPolling

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.

TriggerPolling

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

Connect any two apps with Notis in the middle.

Salesforce and Corrently, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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