Get a scheduled lead review with Backendless context
Start a recurring review that brings Salesforce leads and relevant Backendless data into one focused summary.
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 reviews take longer when CRM records and service context live in separate systems.
- Review leads without switching between systems
- Surface follow-up needs from available context
- Create a repeatable review routine
Setup
Build it in a few focused steps.
- 1Connect Backendless and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to list the Salesforce leads for review and summarize relevant Backendless context when available, calling out missing information.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and check that the summary supports your review.
Questions about this workflow
Can Backendless data be matched to Salesforce leads automatically?
Notis can use identifiers or other matching information available from the systems. If no reliable matching detail is provided, the summary should flag the gap rather than assume a match.
Does this update the leads?
No. This workflow lists leads for review and produces a summary. It does not change lead records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Backendless to Salesforce. A trigger fires from one place; an action lands in another.
Backendless 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.
Backendless and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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