Find incoming leads that still need an owner check
Bring leads that meet your ownership review criteria into a scheduled report, then decide whether they need a routing update.
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 prospect can be entered into Salesforce and still wait too long for someone to take responsibility.
- Spot leads that match ownership criteria
- Make routing gaps visible
- Keep intake accountability clear
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.
- 3Tell Notis to list leads that match your stated owner criteria and summarize them; confirm Salesforce returns the fields needed to evaluate ownership.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and check the results against lead owner data in Salesforce.
Questions about this workflow
Can Notis assign the owner from this report?
No. This workflow lists leads for review. A separate Salesforce assignment action can apply configured assignment rules to a specific lead when its ID is known.
How do I define a lead that needs an owner check?
State the criteria and use Salesforce fields returned by the lead list action.
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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