Find lead follow-up gaps before prospects go quiet
Use a recurring review to catch prospects whose research is useful but whose next step is still unclear.
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
Leads can stay in the CRM without a clear next action, leaving follow-up to memory and scattered notes.
- Find leads that may need an explicit next step
- Use research to make reviews more informed
- Make follow-up review a dependable routine
Setup
Build it in a few focused steps.
- 1Connect Airtop and Salesforce to Notis once in the portal.
- 2Create an automation from Automations, then New Automation.
- 3In one instruction, define which leads to inspect and what counts as a clear next step using available research and CRM data.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one lead that has known follow-up context.
Questions about this workflow
Can it tell whether a lead has a next step?
It can inspect available lead and task details. Specify how your team represents follow-up and provide any missing rule.
Does it create tasks automatically?
This workflow identifies gaps in a report. Task creation can be added as an explicit outcome when the criteria and task details are clear.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Salesforce. A trigger fires from one place; an action lands in another.
Airtop 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.
Airtop and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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