See which opportunities need your attention
Replace a blank CRM browsing session with a scheduled opportunity scan that brings Salesforce pipeline details into a concise 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 checks consume focus and are easy to postpone when there is no simple starting point.
- Get a regular view of open opportunities
- Make pipeline review easier to start
- Focus attention using opportunity fields Salesforce returns
Setup
Build it in a few focused steps.
- 1Connect Salesforce once in the Notis portal.
- 2Create an automation in Automations > New Automation and name it for pipeline review.
- 3Tell Notis which opportunity details and review criteria to include in the summary.
- 4Choose a recurring schedule trigger and where run reports should go.
- 5Test with one real Salesforce opportunity list run.
Questions about this workflow
Can Notis flag opportunities that have gone quiet?
It can only do so if the data returned includes relevant activity history or you provide another source for that history and define what quiet means.
Does the schedule update opportunity records?
No. The selected action lists opportunities for review; it does not update them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Android Texter to Salesforce. A trigger fires from one place; an action lands in another.
Android Texter 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.
Android Texter and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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