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Give opportunity changes a deeper review

Ask for a structured assessment of the details you have, with assumptions and unanswered questions made clear.

Trigger

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

Action

Create Anthropic Message

Tool to create a model response using DeepSeek's Anthropic-compatible API format with support for system prompts, tool calling, streaming, and thinking mode. Use when you need to generate chat completions using the Anthropic Messages API format. Requires base_url='https://api.deepseek.com/anthropic' or metadata base_url ending with '/anthropic'. Supports extended thinking, function calling with tools, and streaming responses. Note: Images and documents are not supported in content blocks.

Why this helps

A short deal summary may not be enough when a change needs careful consideration and explicit unknowns.

  • Request a structured response through DeepSeek's Anthropic-compatible API format.
  • Separate supplied details from assumptions and unresolved questions.
  • Make complex opportunity updates easier to inspect.

Setup

Build it in a few focused steps.

  • 1Connect Salesforce and DeepSeek once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it for deeper opportunity reviews.
  • 3Tell Notis to produce a structured review of each opportunity update, clearly labeling supplied facts, assumptions, open questions, and possible next steps.
  • 4Pick the Salesforce New or Updated Opportunity trigger, then choose a report destination.
  • 5Test with one real opportunity update and check that unknowns are identified.

Questions about this workflow

What is different about this DeepSeek action?

It uses DeepSeek's Anthropic-compatible Messages API format, which supports system prompts, tool calling, streaming, and thinking mode.

Can it decide whether the deal will close?

It can reason from the details supplied, but it cannot establish outcomes or history that are missing from Salesforce data.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Salesforce triggers

DeepSeek actions

Recurring trigger

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

TriggerScheduled

Create Anthropic Message

Tool to create a model response using DeepSeek's Anthropic-compatible API format with support for system prompts, tool calling, streaming, and thinking mode. Use when you need to generate chat completions using the Anthropic Messages API format. Requires base_url='https://api.deepseek.com/anthropic' or metadata base_url ending with '/anthropic'. Supports extended thinking, function calling with tools, and streaming responses. Note: Images and documents are not supported in content blocks.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Chat Completion

Tool to create a chat completion using DeepSeek models (deepseek-chat or deepseek-reasoner). Use when you need to generate AI responses to chat conversations. Supports streaming, tool/function calling, and various parameters to control generation behavior (temperature, max_tokens, etc.).

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

Get User Balance

Tool to get user's current account balance including granted and topped-up balances with detailed breakdown by currency (CNY or USD). Use when you need to check if the user has sufficient balance for API calls or to view detailed balance information.

ActionInstant

Contact Updated

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

TriggerPolling

List Models

Tool to list currently available DeepSeek models and provides basic information about each one such as the owner and availability. Use when you need to discover which models are available for API calls.

ActionInstant

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 DeepSeek, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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