Track partner referrals as Salesforce opportunities
Give referred deals a clear home in your opportunity pipeline as soon as the intake is ready.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
Create opportunity
Creates a new opportunity in salesforce with the specified information.
Why this helps
Partner introductions can arrive through forms but remain outside the pipeline until someone manually transfers the details.
- Make referred deals visible in the pipeline
- Keep referral context with the opportunity
- Reduce manual intake work
Setup
Build it in a few focused steps.
- 1Connect Typeform and Salesforce once in the Notis portal.
- 2Create an automation and give it a clear name and prompt.
- 3In one instruction, describe which referrals qualify and how to handle required opportunity details missing from the form.
- 4Pick the Typeform New Form Response trigger and choose where run reports should go.
- 5Test with one real referral and check the Salesforce opportunity details.
Questions about this workflow
Can Notis fill in deal details the referral form did not ask for?
No. Include those details in the form or your instruction, or tell Notis to skip creation and report what is missing.
Can this also add the referring partner to a campaign?
This workflow creates an opportunity. The available campaign actions require an existing lead or contact and a matching campaign.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Salesforce. A trigger fires from one place; an action lands in another.
Typeform triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
New Form Response
Triggers when a respondent completes and submits the form.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
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.
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.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
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.
Typeform and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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