Turn opportunity context into a structured review
Send a deal snapshot and get a structured response that makes open questions easy to see.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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 deal snapshot can be hard to evaluate when facts, assumptions, and unanswered questions are mixed together.
- Organize supplied context into facts, assumptions, and open questions.
- Use DeepSeek's Anthropic-compatible Messages API format.
- Make a deal review easier to scan.
Setup
Build it in a few focused steps.
- 1Connect DeepSeek once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for webhook opportunity reviews.
- 3Tell Notis to organize supplied opportunity context into facts, assumptions, open questions, and possible next steps.
- 4Pick the Notis webhook trigger and choose a report destination.
- 5Test with one real request containing an opportunity snapshot and review the output.
Questions about this workflow
What starts this workflow?
An incoming HTTP request to the Notis webhook starts it.
Can it identify missing deal history?
It can flag information that is absent from the supplied context, but it cannot retrieve history that the request does not include.
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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.).
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 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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
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.
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 DeepSeek, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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