Review your Salesforce pipeline in one weekly digest
Start the week with a compact view of the opportunities returned by Salesforce, so pipeline review takes less tab-hopping.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List opportunities
Lists opportunities from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Pipeline checks scattered across records make it harder to see what needs attention.
- Review pipeline information in one scheduled report
- Reduce time spent opening opportunity records individually
- Keep a regular review habit without relying on memory
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 the weekly pipeline review.
- 3Tell Notis to list Salesforce opportunities and summarize returned names, stages, close dates, and values when available, flagging missing data explicitly.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one run and review the summary against the returned records.
Questions about this workflow
Can the digest identify changes since last week?
This workflow uses the current opportunity list. A prior snapshot or change history would need to be supplied separately for comparison.
Will every field appear in the report?
The summary can use fields returned by the list action. Instruct Notis to label fields as unavailable when they are absent.
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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