Find Salesforce leads that need Authyo onboarding follow-up
A regular review can help keep onboarding follow-ups from slipping. Notis can query Salesforce leads on a schedule and highlight records that match the criteria you describe.
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
When follow-up depends on remembering who needs an authentication setup check, leads can sit untouched in the pipeline.
- Bring leads needing onboarding follow-up into a regular review.
- Reduce time spent manually searching Salesforce.
- Surface records based on criteria you specify in your instruction.
Setup
Build it in a few focused steps.
- 1Connect Salesforce once in the Notis portal.
- 2Create an automation and describe which leads need Authyo onboarding follow-up.
- 3Pick a recurring Notis schedule trigger.
- 4Choose where run reports should go.
- 5Test with one real Salesforce lead and confirm the results.
Questions about this workflow
Does Authyo provide a schedule or trigger for this?
No Authyo trigger event is available. This workflow runs on a recurring Notis schedule and reads Salesforce leads.
Can it know whether a lead completed Authyo onboarding?
Only if that status is available in the Salesforce data or supplied by you. The workflow cannot infer completion from Authyo without corresponding input or integration data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Authyo to Salesforce. A trigger fires from one place; an action lands in another.
Authyo 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.
Authyo and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Salesforce.