Prepare seasonal outreach with pollen context
Bring lead records and current pollen counts together for a focused seasonal outreach planning brief.
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
Seasonal outreach takes extra research, and manually cross-checking environmental context can crowd out the actual customer work.
- See relevant lead context in one scheduled brief
- Plan seasonal outreach with current pollen information
- Use supplied audience criteria to keep the review focused
Setup
Build it in a few focused steps.
- 1Connect Ambee and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, then name it and describe the outcome.
- 3In one instruction, ask Notis to list the Salesforce leads matching criteria you provide and prepare an outreach planning brief using current Ambee pollen information.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real example and refine your lead criteria if needed.
Questions about this workflow
Can the brief target leads by pollen sensitivity?
Only if you supply that information or a suitable segment exists in Salesforce. Ambee pollen counts do not identify individual lead sensitivities.
Does the workflow send outreach?
No. It prepares a brief from lead and environmental information. The available Salesforce action does not send messages.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ambee to Salesforce. A trigger fires from one place; an action lands in another.
Ambee 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.
Ambee and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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