Bring Ecologi impact into Salesforce opportunity reviews
See your organization's funded climate impact alongside changing opportunities, without switching tools before a deal review.
Trigger
New or Updated Opportunity
Triggers when an opportunity is created or updated.
Action
Get User Impact
View a user's combined environmental impact, including trees and carbon.
Why this helps
Opportunity reviews can require a separate search for the organization's climate impact, adding another context switch before the meeting.
- Puts combined impact totals in the opportunity run report
- Makes climate context easier to find during deal reviews
- Uses Ecologi's combined impact response instead of checking impact types separately
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Ecologi once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for opportunity climate briefs.
- 3Tell Notis to retrieve the configured Ecologi user's combined impact when an opportunity changes and summarize it in the run report.
- 4Pick New or Updated Opportunity as the trigger and choose where run reports go.
- 5Test with one real opportunity update and confirm the report identifies the Ecologi user whose impact was retrieved.
Questions about this workflow
Does this update the Salesforce opportunity?
No. The Ecologi action retrieves impact data. Notis can summarize the result in the run report, but this action does not update Salesforce.
Which Ecologi account does it check?
Specify the Ecologi user or business whose impact should be retrieved in the automation instruction. The Salesforce event does not establish that identity by itself.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Ecologi. A trigger fires from one place; an action lands in another.
Salesforce triggers
Ecologi actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get User Carbon Offset
View a user's total avoided carbon emissions.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get User Carbon Removal
View a user's total carbon removed from the atmosphere.
Account Created or Updated
Triggers when an account is created or updated.
Get User Habitat Restoration
View the habitat area restored by a user.
Contact Updated
Triggers when an existing contact is modified and includes changed fields.
Get User Impact
View a user's combined environmental impact, including trees and carbon.
Record Updated (Generic SObject)
Triggers when monitored fields change on a specified record type.
Get User Trees
View the number of trees a user has funded.
New Contact Trigger
Triggers when a new contact is created.
New Lead Trigger
Triggers when a new lead is created.
New or Updated Opportunity
Triggers when an opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce and Ecologi, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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