Catch leads that may need an owner during admin time
Use one scheduled review to find leads that appear to need a routing check before they go cold.
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
Unowned or misrouted leads can sit unnoticed when CRM maintenance competes with other work.
- Make lead routing checks part of admin time
- Spot records that may need attention
- Reduce missed handoffs in the pipeline
Setup
Build it in a few focused steps.
- 1Connect Amazing Marvin and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis which lead criteria to list and what available ownership details should prompt a routing review.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and verify the report surfaces the records you intended.
Questions about this workflow
Does this apply Salesforce assignment rules?
No. This workflow lists leads for review. Applying assignment rules is a separate action and requires a specific lead to act on.
Can it detect unassigned leads?
Yes, if the query can return ownership information and your prompt specifies what counts as unassigned.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Amazing Marvin to Salesforce. A trigger fires from one place; an action lands in another.
Amazing Marvin 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.
Amazing Marvin and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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