Spot pipeline records that need a fresh research pass
Pair your opportunity list with current findings to see where one more research pass may help unblock a decision.
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
Deals can sit in the pipeline without anyone noticing that their context has gone stale.
- Surface opportunities that may need refreshed context.
- Connect research findings to active pipeline review.
- Make the next research task easier to choose.
Setup
Build it in a few focused steps.
- 1Connect Apify and Salesforce once in the Notis portal.
- 2Create an automation from Automations, New Automation, and name it.
- 3Tell Notis what opportunity records and supplied research to consider and what signs should prompt a fresh research recommendation.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real opportunity and assess the recommendations.
Questions about this workflow
Can it tell if an opportunity is stale?
Supply your definition of stale, such as a date threshold or missing information. The available opportunity data does not guarantee a complete activity history or baseline.
Will it run new research by itself?
The cron trigger starts the Notis run. Provide a clear instruction for any Apify research to be used; do not assume this schedule itself launches an actor.
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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