Review the opportunities that need your attention
Ask Notis to gather a defined slice of your Salesforce pipeline on a regular schedule and send the run report to your chosen channel.
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
Pipeline reviews take longer when useful opportunities are buried in a broad list.
- Focus pipeline review on chosen criteria
- Make recurring review easier to start
- Keep opportunity details together in a run report
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 pipeline snapshot.
- 3Tell Notis which opportunities to list and which details to emphasize for review.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one run and confirm the results answer your review questions.
Questions about this workflow
Does this calculate pipeline changes over time?
The list action returns matching opportunities. A change or baseline comparison requires historical data or another baseline you supply.
Can it create follow-up tasks too?
This workflow lists opportunities for review. Creating tasks would require a separate workflow using the Salesforce task action.
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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