Turn External Deal Signals Into Salesforce Opportunities
Deal signals happen in your tools—big purchases, contract requests, upgrade requests—but they don't automatically create opportunities in Salesforce. Notis lets any external system create opportunities instantly via webhook so deals are tracked the moment they appear.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get opportunity
Retrieves a specific opportunity by id from salesforce, returning all available fields.
Why this helps
Customers show strong buying signals but there's no mechanism to convert them into opportunities. You manually create deals when you remember to check your tools.
- Deal signals from any system instantly create opportunities in Salesforce
- Your pipeline grows automatically as customers show intent
- No manual opportunity creation needed
Setup
Build it in a few focused steps.
- 1Connect Salesforce to Notis (one-time setup)
- 2Create an automation: 'When a webhook request arrives with deal data, create an opportunity in Salesforce with customer info, deal value, and close date.'
- 3Select the trigger type: Notis webhook
- 4Copy the webhook URL that Notis generates for this automation
- 5Have your external system (analytics tool, form builder, etc.) send webhook data when deal signals occur, then test
Questions about this workflow
What deal signals should trigger opportunities?
You define it. Common examples: form submissions marked 'ready to buy', support requests for pricing, API usage spikes, or feature requests from power users.
What information should I pass through the webhook?
Minimum: customer name, email, deal value, and expected close date. Optional: product interest, budget, customer size, decision timeline.
Can I validate data before creating opportunities?
Yes. Tell Notis: 'Only create opportunities if the deal value is over $5,000 and the close date is within 90 days.'
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Salesforce. A trigger fires from one place; an action lands in another.
Stripe triggers
Salesforce actions
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Product Created Trigger
Triggered when a product is created in Stripe
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Subscription Added Trigger
Triggered when a subscription is added in Stripe
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Subscription Deleted Trigger
Triggered when a subscription is deleted in Stripe
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Not just Stripe and Salesforce. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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