Turn lead activity into a clear Salesforce follow-up queue
Review leads alongside available Ably channel presence and create tasks only when the event context shows a concrete next step.
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
A lead can be visible in the CRM while the latest signal about their engagement is buried in a channel.
- Review lead records and relevant Ably context together.
- Create tasks for concrete next steps.
- Avoid treating presence alone as proof of intent.
Setup
Build it in a few focused steps.
- 1Connect Ably and Salesforce once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation.
- 3In one instruction, tell Notis to review Salesforce leads alongside specified Ably presence and create tasks only when available context indicates a concrete follow-up need.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test with one real review and validate the lead matches and tasks.
Questions about this workflow
Does being present in a channel mean a lead is ready to buy?
No. Presence is only one piece of context. State what additional evidence is needed before creating a task.
What if lead details do not match Ably participant details?
Ask Notis to report uncertain matches for review and avoid creating tasks from a guess.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ably to Salesforce. A trigger fires from one place; an action lands in another.
Ably 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.
Ably and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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