Prepare a focused lead review from Agiled and Salesforce
See which available lead records deserve attention by bringing Agiled context and Salesforce details into one review.
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
Choosing who to follow up with takes longer when lead context is split between systems.
- List Salesforce leads using available criteria.
- Compare matching lead context from Agiled when available.
- Prepare a concise review of follow-ups based on information you provide.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Describe what makes a lead a priority and which Agiled and Salesforce details to consider.
- 4Choose the schedule trigger and select where run reports should go.
- 5Test with one real lead example.
Questions about this workflow
Can Notis know which lead is most likely to convert?
Only if you provide a basis for that judgment, such as available fields or criteria. Notis cannot infer a missing score or history.
Does this update lead records?
No. The Salesforce action lists leads for review. It does not change them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Salesforce. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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