Find leads that may need a new owner after a departure
Give the team one clear list of leads that may have lost an owner after an employee transition.
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
Leads can remain assigned to a departed employee, leaving prospects without timely follow-up and making ownership unclear.
- Identify leads likely to need a new owner.
- Reduce the chance that prospects are overlooked after a departure.
- Keep reassignment decisions visible for review.
Setup
Build it in a few focused steps.
- 1Connect BambooHR and Salesforce once in the Notis portal.
- 2Create an automation in Automations, then choose New Automation.
- 3Tell Notis to compare departure details you provide with Salesforce lead owners and summarize leads that may need reassignment.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one departed employee and a known lead before relying on the review.
Questions about this workflow
Does the workflow reassign leads automatically?
No. It lists leads for review. A teammate can decide on and apply reassignment.
What details are needed to find the leads?
Provide the departing employee's Salesforce user identifier or other owner details that can be matched to the lead owner.
Can it use a schedule shortly after a departure?
Choose a recurring schedule that suits your transition process. The workflow does not assume a cadence.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bamboohr to Salesforce. A trigger fires from one place; an action lands in another.
Bamboohr 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.
Bamboohr and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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