Make monthly lead cleanup easier to remember
Give lead hygiene a recurring home so a busy sales team has a clear prompt to review stale or unnecessary details.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Lead records accumulate outdated or excess information when cleanup has no owner or recurring prompt.
- Creates a recurring prompt for lead cleanup.
- Supports more reliable follow-up data.
- Encourages review of unnecessary sensitive details.
Setup
Build it in a few focused steps.
- 1Connect Anonyflow and Salesforce once in the Notis portal.
- 2Create an automation named Monthly Salesforce lead hygiene and describe the reminder outcome in one plain-language instruction.
- 3Choose the schedule trigger and set it to the desired monthly cadence.
- 4Choose where Notis should send run reports.
- 5Test by creating one task and verify its instructions are clear.
Questions about this workflow
Will the workflow clean up leads automatically?
No. It creates a task for your team to review leads. The available action does not update or delete lead records.
What should the task ask the owner to review?
Ask the owner to check stale contact details, follow-up status, and whether any sensitive information is necessary and approved to retain.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anonyflow to Salesforce. A trigger fires from one place; an action lands in another.
Anonyflow 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.
Anonyflow and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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