Keep Salesforce lead reviews moving with Apify research
Give Notis a recurring moment to compare new research with the Salesforce lead list and bring likely follow-ups into view.
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 lists grow quietly, leaving founders unsure which records deserve a fresh look.
- Create a predictable review rhythm for lead records.
- Spot possible overlap between research and existing leads.
- Receive a concise report of records needing a human decision.
Setup
Build it in a few focused steps.
- 1Connect Apify and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the review.
- 3In one instruction, tell Notis how to use the Apify findings and what Salesforce lead records to review or report.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and check the report for useful matches.
Questions about this workflow
Does the schedule launch an Apify actor?
The Notis cron trigger starts the automation. The instruction can use Apify data made available to Notis, but this trigger does not itself define an Apify event.
Can it determine whether a lead is truly new?
Notis can compare the returned information with Salesforce leads, but matching depends on the information available and the instruction you provide. Review uncertain matches.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Apify to Salesforce. A trigger fires from one place; an action lands in another.
Apify 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.
Apify and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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