Find credential recipients who need a Salesforce lead review
Run a recurring review to spot recipient records that may need Salesforce lead follow-up.
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
Teams can lose track of whether credential recipients are already in the lead pipeline or need a deliberate next step.
- Surface recipient-to-lead matches for a regular review.
- Identify apparent missing lead records before follow-up is due.
- Keep the review centered on exceptions that need a decision.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the review outcome.
- 3Tell Notis in one instruction what recipient data to compare, how to match leads, and what review results to report.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real batch and verify the match criteria and review list.
Questions about this workflow
Will this create missing leads?
This workflow lists Salesforce leads for review. It does not create leads; a person can review the results and decide what to do.
What if the recipient data is not available during the scheduled run?
The comparison depends on recipient data being available to Notis at run time. Specify the data source or provide a current export as part of your process.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Salesforce. A trigger fires from one place; an action lands in another.
Accredible certificates 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.
Accredible certificates and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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