Bring prospect context from Salesforce notes into view
Collect notes that match your chosen criteria and scan the useful context in one scheduled review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List notes
Lists notes from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Important prospect context can disappear into old CRM notes that are difficult to revisit at the right time.
- Bring existing research notes back into view
- Reduce time searching CRM history
- Prepare for prospect conversations
Setup
Build it in a few focused steps.
- 1Connect AeroLeads and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, ask Notis to list Salesforce notes matching your criteria and summarize notes relevant to the prospect review.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and verify the notes and their related records.
Questions about this workflow
Can this show notes created by AeroLeads?
Only if the Salesforce notes have been created and can be selected using available fields or criteria.
Does this create new notes?
No. The list notes action retrieves existing notes for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Salesforce. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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