Get a scheduled opportunity pipeline brief
Start pipeline reviews with a concise summary of the opportunities that matter.
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
Busy founders can lose time assembling pipeline context from scattered record views.
- Prepare a consistent pipeline snapshot
- Surface key supplied deal details for review
- Reduce manual CRM browsing before planning
Setup
Build it in a few focused steps.
- 1Connect API Labz and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the pipeline brief.
- 3Tell Notis which Salesforce opportunities to list and what useful patterns to summarize from returned fields.
- 4Pick a recurring schedule trigger and choose a run report destination.
- 5Test one real run and confirm the summary includes the fields your review needs.
Questions about this workflow
Will the workflow forecast revenue?
It can summarize returned opportunity data, but any baseline or forecast method must be specified and supported by data you provide.
Can it include all opportunities?
You can specify the query criteria in your instruction. A focused query is usually easier to review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Api labz to Salesforce. A trigger fires from one place; an action lands in another.
Api labz 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.
Api labz and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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