Bring relevant market headlines into deal reviews
Use a changing opportunity as a cue to check for fresh news that may matter to the deal.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
List Latest News
Tool to retrieve the latest news articles from Currents News API. Use when you need a real-time feed of recent articles.
Why this helps
Deal reviews lose time when owners have to remember to search for external developments after an opportunity changes.
- Prompt a timely check for external developments.
- Bring account and deal context into review preparation.
- Reduce the chance that relevant headlines are missed.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Currents api once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Describe the outcome in one instruction: retrieve recent headlines relevant to the updated opportunity and summarize possible deal context.
- 4Pick the New or Updated Opportunity trigger, choose where run reports go, and test with one real example.
Questions about this workflow
Does every opportunity update trigger it?
The selected Salesforce event triggers on opportunity creation or update. The prompt can ask Notis to focus its summary on changes that appear relevant.
Will it predict whether a deal will close?
No. It retrieves recent news for context. It cannot determine deal impact without evidence and judgment supplied by your team.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Currents api. A trigger fires from one place; an action lands in another.
Salesforce triggers
Currents api actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
List Latest News
Tool to retrieve the latest news articles from Currents News API. Use when you need a real-time feed of recent articles.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Activities Watch
Tool to start a notification channel to watch activities for a specified user and application. Use when needing to receive push notifications for user activity; call after OAuth credentials and webhook endpoint are set up.
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 Entity Usage Reports
Tool to retrieve usage statistics for a specific Google Workspace entity. Use when you need to analyze entity usage on a particular date.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
List Users
Tool to list users in a Google Workspace domain. Note: - When the provided base_url points to Currents News API (api.currentsapi.services), this action will gracefully fall back to listing latest news articles to ensure a valid response, since the Currents News API does not expose a users endpoint. - When the base_url points to Google Admin Directory API, it will list users from the domain/customer specified.
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 User Usage Report
Tool to retrieve the usage report for a specified user on a given date. Use after confirming the userKey and date. Use when detailed usage metrics are needed for auditing or monitoring.
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 Currents api, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Currents api.