Get a clear scheduled summary of your Salesforce pipeline
Have Notis review your opportunity records on a schedule and report the changes, priorities, or missing details you asked it to watch.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List opportunities
Lists opportunities from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Pipeline reviews require switching between records and rebuilding the same picture from scratch each time.
- Prepare for pipeline reviews with a focused summary.
- Surface opportunities that match your stated review criteria.
- Spend less time assembling context from individual records.
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 opportunities and summarize them using the specific criteria and fields available to your organization.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real run and check that the summary reflects the requested criteria.
Questions about this workflow
Can the summary compare against a previous baseline?
Only if that baseline is available in the supplied data or provided in the instruction. Notis should not assume historical values that Salesforce does not return.
Can I focus on a particular stage or close date window?
Yes. State the criteria in the instruction, and use fields that are available in your Salesforce opportunity 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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Salesforce.