Start your lead review with a focused list
On a schedule you choose, Notis can retrieve Salesforce leads and help you spot the records that deserve a closer look.
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
Lead review slips when it depends on remembering to open Salesforce and manually scan a long list.
- Create a predictable moment to review leads
- Reduce time spent searching Salesforce
- Surface a manageable set of records using available fields
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 lead review.
- 3Tell Notis which available lead details to summarize and what should count as needing attention.
- 4Choose a recurring schedule trigger and the channel for run reports.
- 5Test with one real Salesforce lead review run.
Questions about this workflow
Does this workflow update leads?
No. It lists Salesforce leads and supports a review summary. This workflow does not change records.
Can it identify leads with no activity?
Only if the retrieved Salesforce data includes the relevant activity history or you supply the criteria and data source. Do not assume unavailable history is present.
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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