Get a research brief for Salesforce leads
Set a recurring review of a defined lead segment. Notis can retrieve those leads, use Autom for relevant public research, and summarize what deserves a closer look.
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
Lead lists can grow faster than the time available to research each prospect individually.
- Review a defined group of leads in one report.
- Add public context to CRM records before prioritizing.
- Spend less time reopening the same search tabs.
Setup
Build it in a few focused steps.
- 1Connect Autom and Salesforce once in the Notis portal.
- 2Create an automation in Automations, then choose New Automation and give it a name.
- 3Tell Notis which Salesforce leads to retrieve and what public information to research for the review.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real lead segment and check that the report distinguishes verified facts from unknowns.
Questions about this workflow
Will it change lead status or owner?
No. This workflow retrieves leads and prepares a report. Use a separate, explicit workflow if you want Salesforce records updated.
How do I define the lead segment?
Describe the desired segment in your instruction using query criteria Salesforce can support, such as status or industry.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Autom to Salesforce. A trigger fires from one place; an action lands in another.
Autom 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.
Autom and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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