Speed Up Multi-Cycle Sales—Auto-Clone Opportunities for Follow-Up
Notis watches for your webhook signal and automatically clones opportunities in Salesforce so you can track follow-up cycles without manual setup.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Founders manually create new opportunities for follow-up cycles or upsells, duplicating data entry and risk losing continuity.
- Clone opportunities without manual clicking—data and context are preserved.
- Track multiple sales cycles for the same deal without rebuilding from scratch.
- Faster upsell and account expansion workflows.
- Consistent opportunity data across follow-up cycles.
Setup
Build it in a few focused steps.
- 1Connect Salesforce to Notis via the portal (one-time setup).
- 2Tell Notis: 'When I send a webhook signal, clone this opportunity in Salesforce' or build in Automations with a webhook trigger.
- 3Notis provides a webhook URL you'll call from your backend or CRM workflow when you want to clone an opportunity.
- 4Configure which fields to clone and which to reset (e.g., close date, stage, amount).
- 5Test by sending a sample webhook with an opportunity ID to verify it's cloned with updated fields.
Questions about this workflow
Can I reset the stage and close date on the cloned opportunity?
Yes. You can tell Notis to reset stage to 'Qualification' and set close date to 90 days out, or use custom logic based on the original opportunity.
Will the cloned opportunity retain all the line items?
Yes. Notis clones the opportunity and all associated products (line items), so you maintain the deal structure.
Can I trigger the clone from Salesforce automation instead of a webhook?
Yes. You can also set up a Notis automation triggered by a Salesforce workflow rule if you prefer.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Salesforce. A trigger fires from one place; an action lands in another.
Whatsapp triggers
Salesforce actions
Message Status Updated
Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks
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.
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Message Template Status Update
Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.
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.
Not just Whatsapp and Salesforce. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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