Spot leads that are not ready for follow-up
Get a small, actionable review of leads that need routing information or a next step, based on your team's criteria.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List leads
Lists leads from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Leads can accumulate without enough context for someone to take ownership or follow up confidently.
- See leads that need context before routing.
- Reduce time spent reviewing every lead manually.
- Give your team a repeatable way to catch follow-up gaps.
Setup
Build it in a few focused steps.
- 1Connect 1Password and Salesforce once in the Notis portal.
- 2Create an automation from Automations, New Automation, and name it for lead readiness.
- 3Tell Notis to review Salesforce leads using your stated readiness criteria and report records that need more information or follow-up.
- 4Choose the schedule trigger and select where run reports should go.
- 5Test with one real run and adjust the criteria based on the leads returned.
Questions about this workflow
Will this apply Salesforce assignment rules?
No. It reviews leads and reports readiness. Applying assignment rules is a separate Salesforce action and is not part of this workflow.
Can it use a team's routing rules?
Yes, if you provide those rules in the prompt. Notis should flag missing criteria rather than inventing routing decisions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 1password to Salesforce. A trigger fires from one place; an action lands in another.
1password 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.
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.
1password and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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