Move qualified Zendesk inquiries into Salesforce opportunities
When a Zendesk ticket contains a real deal, ask Notis to create a Salesforce opportunity with the opportunity details your team needs.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Create opportunity
Creates a new opportunity in salesforce with the specified information.
Why this helps
Potential deals can stay buried in support tickets instead of becoming visible in the pipeline.
- Bring qualified deal details into Salesforce.
- Keep pipeline creation tied to real ticket context.
- Avoid creating opportunities when required details are not supplied.
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis what qualifies as a deal and provide the opportunity name, stage, close date, and any valid Salesforce account reference needed.
- 4Pick the New Zendesk Ticket trigger and choose where run reports should go.
- 5Test with one real qualified inquiry and review the opportunity in Salesforce.
Questions about this workflow
What details does Salesforce need to create an opportunity?
The opportunity action needs the details required by your Salesforce setup, including name, stage, and close date. Include these in the ticket or your instruction; do not expect Notis to invent missing deal details.
Can this attach the opportunity to an account?
Yes, when a valid Salesforce account reference is available and included in the instruction. This workflow does not search Salesforce for an account.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Salesforce. A trigger fires from one place; an action lands in another.
Zendesk 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 User Created
Triggered when a new user is created in Zendesk.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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.
Zendesk and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Salesforce.