Start the day with a focused Salesforce lead review
Have Notis gather the leads matching your chosen criteria on a schedule and deliver the run report where you will see it.
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 long lead list makes it harder to spot the records that need attention today.
- Bring a defined set of leads into one review
- Reduce time spent searching Salesforce manually
- Keep the review tied to a repeatable schedule
Setup
Build it in a few focused steps.
- 1Connect Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for your lead review.
- 3Tell Notis which lead criteria to use and what details to highlight in the results.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one run and refine the instruction if the returned leads are too broad.
Questions about this workflow
Can this update or assign leads?
This workflow lists leads for review. The available list action does not update or assign records.
What criteria can I use?
Describe the review criteria in your instruction. Any needed dates, owners, or baselines must be available in Salesforce or supplied by you.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Apilio to Salesforce. A trigger fires from one place; an action lands in another.
Apilio 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.
Apilio and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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