See Salesforce deals approaching their close dates
Set the review horizon in your prompt and let Notis collect the Salesforce opportunities coming up for close, with the context you need to decide what to do next.
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
Upcoming close dates can slip by unnoticed when pipeline checks depend on remembering to search Salesforce.
- Bring upcoming close dates into a predictable review
- Spot records that may need a next step
- Reduce missed pipeline check-ins
Setup
Build it in a few focused steps.
- 1Connect Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Describe in one instruction the close-date window to review and what opportunity context to summarize.
- 4Pick the recurring schedule trigger and choose where run reports should go.
- 5Run it once and verify the included opportunities fit the horizon you described.
Questions about this workflow
Does this send reminders to opportunity owners?
No. It generates a report of matching opportunities. The report channel you select receives the run report.
Can it tell whether a deal is really at risk?
Not unless the Salesforce data provides the needed signal or you supply a baseline. The workflow can summarize the returned information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Salesforce. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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