See which prospect and lead records may need attention
Bring Affinity prospect context and Salesforce lead records into a recurring review that helps you 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 leads
Lists leads from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Prospects can be overlooked when their Affinity relationship context is disconnected from the Salesforce lead list.
- See relevant prospect and lead information together.
- Identify records that appear to need a closer look.
- Keep a recurring review focused on actionable exceptions.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Salesforce once in the Notis portal.
- 2Create a named automation in Automations, New Automation.
- 3Tell Notis to review available Affinity prospects, list relevant Salesforce leads, and report possible unmatched or unclear records for human review.
- 4Choose a recurring schedule trigger and a destination for run reports.
- 5Test with one real review period and verify the returned lead information.
Questions about this workflow
Will this create leads for prospects that are missing?
No. This workflow lists records for review. It does not create new Salesforce leads.
How does it know a prospect is unmatched?
Ask Notis to compare available identifying information and report possible matches and uncertainty. Confirm ambiguous results yourself.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Salesforce. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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