Find Salesforce leads that may need a follow-up
Let Notis periodically review available lead data and send you a short list of records that appear to need attention.
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
When lead queues grow, it takes time to spot records that may have gone quiet or lack a clear next step.
- Get a repeatable view of leads to review.
- Spend less time scanning CRM records one by one.
- Focus attention using fields available in Salesforce.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, ask Notis to retrieve Salesforce leads and summarize records that appear to need review using available fields only.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real run and confirm the review matches the available Salesforce data.
Questions about this workflow
How does it decide a lead is stale?
The instruction should define the criteria using fields Salesforce provides, such as dates or status. If your organization does not store a needed baseline, supply it in the instruction.
Does this workflow update or assign leads?
No. It retrieves and summarizes lead data for review; it does not change lead records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Salesforce. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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