Get Weekly Salesforce Lead Status Reports Automatically
Every Monday morning, Notis pulls your Salesforce lead list (filtered by stage, owner, or date) and shares it. Your team reviews pipeline status in seconds, not hours of manual exporting.
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
Weekly pipeline reviews are painful. Someone exports leads manually, formats them, and shares via email. By the time everyone has the list, deals have moved.
- Speed up pipeline reviews
- Reduce manual reporting work
- Keep leads updated
- Enable data-driven weekly planning
Setup
Build it in a few focused steps.
- 1Connect Salesforce to Notis.
- 2Create an automation: 'Every Monday at 9 AM, pull my Salesforce lead list and share it with the team.'
- 3Select 'Recurring (Cron)' as the trigger and set it to Monday, 9:00 AM.
- 4Specify filters (e.g., only open leads, or leads assigned to specific users).
- 5Test by running manually and verifying the lead list includes the right leads in an easy-to-review format.
Questions about this workflow
Can I filter leads by stage or owner?
Yes. Specify filters in the prompt (e.g., 'Only show leads in Qualified stage') and Notis applies them.
What format is the lead list?
CSV, Slack message, or web link—your choice. Notis formats it for easy scanning during meetings.
Can I include notes or recent activity with each lead?
Yes. Tell Notis to include the most recent activity or notes with each lead for more context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtable to Salesforce. A trigger fires from one place; an action lands in another.
Airtable triggers
Salesforce actions
Base Metadata Changed
Triggers when an existing Airtable base changes its name or permission level.
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.
Base Schema Changed
Triggers when tables, fields, or views change in an Airtable base.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
User Profile Changed
Triggers when the connected Airtable user's profile information changes.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
View Created
Triggers when a new view is created in an Airtable base.
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.
View Deleted
Triggers when a previously known Airtable view is deleted.
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.
View Metadata Changed
Triggers when an Airtable view changes its name or type.
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.
Not just Airtable and Salesforce. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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