Move deal intake forms into Salesforce opportunities
Start tracking a potential deal in Salesforce right after the intake form arrives.
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
Deal details can be buried in form responses while a founder or sales lead is still deciding what needs to enter the pipeline.
- Reduce re-entry of deal details
- Start tracking qualified deals sooner
- Keep submission context in the opportunity
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 submissions should become opportunities and how to handle details the response does not provide.
- 4Pick the Typeform New Form Response trigger and choose where run reports should go.
- 5Test with one real deal intake response and review the opportunity.
Questions about this workflow
Can the form supply every required opportunity detail?
Only if the form captures those details. Salesforce opportunity creation may require fields such as a name, stage, and close date, so account for missing information in your instruction and test.
Can Notis link the opportunity to an account?
Ask Notis to use an account only when the response provides enough information to identify it. Do not assume an account match when the response is ambiguous.
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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