Make upcoming opportunity close dates easier to act on
Have Notis check the opportunity list on a schedule and create a follow-up task for records inside the time window you specify.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Close dates can pass without a timely next step when pipeline review depends on manual checks.
- Turn upcoming close dates into concrete follow-up work
- Focus attention on records inside your chosen time window
- Reduce manual pipeline scanning
Setup
Build it in a few focused steps.
- 1Connect Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for close-date follow-ups.
- 3Tell Notis to list opportunities and create a task for each one closing within the time window you specify, using only available record details.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one run and review the selected opportunities and created tasks.
Questions about this workflow
How far ahead should it look?
Specify the number of days in the automation prompt so Notis can use the close dates returned by Salesforce.
Can it assign tasks to a specific person?
Use an owner only if the relevant Salesforce user details are supplied or otherwise available to the action. Do not ask Notis to invent an owner.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Salesforce. A trigger fires from one place; an action lands in another.
2chat 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.
2chat and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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