Record Salesforce closed-won deals in Deadline Funnel
Keep campaign sales records current by tracking a deal when its Salesforce opportunity is marked closed won.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Track Sale Webhook
Tool to record a sale for a subscriber in a specific campaign via the campaign-generated sales-tracking webhook. Use after generating the campaign sales-tracking webhook URL.
Why this helps
Manually reporting wins to campaign analytics adds another step after the deal is already done.
- Record a sale when an opportunity is created or updated to a closed-won state.
- Reduce manual campaign reporting after a deal closes.
- Keep sales attribution aligned with the selected campaign.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Deadline Funnel once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to record the matching subscriber's sale in the selected Deadline Funnel campaign when an opportunity is closed won.
- 4Pick the Salesforce New or Updated Opportunity trigger, choose where run reports go, and test with one real closed-won opportunity.
- 5Generate and have ready the campaign-specific sales tracking webhook details, including its token, in Deadline Funnel.
Questions about this workflow
Will this mark every updated opportunity as a sale?
Tell Notis to act only when the opportunity is closed won. The trigger can fire for other opportunity updates too.
What information is needed to track a sale?
The action requires the campaign-specific sales tracking webhook details, including its token, along with subscriber information. Confirm these are available for the selected campaign.
Does this choose the campaign automatically?
Use the campaign that corresponds to the opportunity's subscriber. The workflow needs that relationship to be clear in the available Salesforce data or in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Deadline funnel. A trigger fires from one place; an action lands in another.
Salesforce triggers
Deadline funnel actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Email Link Redirect
Tool to redirect an email link to the correct before- or after-deadline URL for a subscriber. Use when processing clicks on Deadline Funnel email links. Returns the final destination URL after redirects.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Generate Sales Tracking Webhook URL
Tool to generate the sales-tracking webhook URL details. Use when you need the campaign-specific sales-tracking webhook parameters before tracking a sale. Use after creating or retrieving your campaign in Deadline Funnel to obtain the token value.
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 Account ID
Tool to retrieve the Deadline Funnel account ID. Use when you need the account identifier for subsequent API calls. Attempts known endpoints then falls back to parsing response or request headers.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
List Campaigns
Tool to retrieve existing Deadline Funnel campaigns. Use when you need to obtain campaign IDs and names for downstream actions.
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.
Start Deadline via Custom Webhook
Tool to start an individual subscriber’s deadline tracking via a custom webhook URL. Use after generating a campaign-specific webhook token. Example: StartDeadlineCustomWebhook(account_id='123456', token='abcdef', email='joe@example.com')
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Track Sale Webhook
Tool to record a sale for a subscriber in a specific campaign via the campaign-generated sales-tracking webhook. Use after generating the campaign sales-tracking webhook URL.
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 Deadline funnel, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Deadline funnel.