Bring relevant research into pipeline review
Start pipeline conversations with useful outside context already gathered and matched to the deals under review.
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 meetings lose time when people must search for company context while discussing each opportunity.
- Reduce live searching during pipeline discussions
- Give each opportunity review relevant outside context
- Send a focused report to the team's chosen channel
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 the opportunities and Airtop context to include in a concise pipeline review report.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real opportunity and confirm the report is useful for discussion.
Questions about this workflow
Does it generate a Salesforce report?
No. The workflow queries opportunities and sends its run report to the destination you choose in Notis.
Can it include a historical baseline?
Only when that history is available in the information provided. Supply any baseline needed for comparisons.
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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