Get a short Salesforce prospect follow-up list
Ask Notis to turn a broad lead backlog and current research into a manageable list of records to follow up on.
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
A large lead backlog makes it hard to decide where to spend the next focused block of time.
- Replace an open-ended backlog scan with a defined recurring review.
- Bring new research into lead prioritization.
- Get a concise list for the next follow-up block.
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 the backlog review.
- 3In one instruction, tell Notis what lead details and Apify findings to consider and how to report priority candidates.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real review and confirm the reported next steps make sense.
Questions about this workflow
Does Salesforce provide a priority score automatically?
This action lists Salesforce leads. Tell Notis how to assess priority, or supply your own criteria and baseline; otherwise ask it to report the available facts without claiming a score.
Can Notis update the leads too?
This workflow is designed to report a review using the lead list action. If you want records updated, choose a supported Salesforce update action in a separate workflow.
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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