Keep Appdrag prospects and Salesforce leads in sync through review
Get a focused scheduled view of which Appdrag prospects appear in Salesforce and which may still need a human review.
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
Prospect lists and CRM records drift apart when nobody has time to compare them regularly.
- Surface possible duplicate leads for review
- Spot prospects that may not yet be in Salesforce
- Replace ad hoc list checking with a regular review
Setup
Build it in a few focused steps.
- 1Connect Appdrag and Salesforce once in the Notis portal.
- 2Create an automation named Appdrag prospect lead review.
- 3Tell Notis to retrieve the Appdrag prospect list and Salesforce leads, compare available identifying details, and report likely matches and unmatched prospects without changing records.
- 4Choose a recurring schedule and select where run reports should go.
- 5Run once with a real prospect list and review the report.
Questions about this workflow
Will this workflow create or update leads?
No. It uses the Salesforce lead list action and reports a comparison. The Appdrag prospect list and identifying details must be available to Notis.
Can it guarantee that two records are duplicates?
No. It can surface likely matches based on supplied details such as email or company, but ambiguous matches should be reviewed by a person.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Appdrag to Salesforce. A trigger fires from one place; an action lands in another.
Appdrag 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.
Appdrag and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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