Keep opportunity next steps moving through team changes
Identify opportunities whose next step may be affected by an upcoming role change or absence, before a date slips by.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List opportunities
Lists opportunities from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Opportunity next steps can lose momentum when a staffing change affects the person responsible and the CRM plan is not revisited.
- Focus on opportunities with next steps affected by team changes.
- Bring dates and handoff needs into a concise report.
- Support timely ownership decisions.
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 upcoming employee changes you provide with Salesforce opportunities and report next steps that may need coverage.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real employee change and opportunity example and verify the suggested follow-up.
Questions about this workflow
Will the workflow change opportunity owners or close dates?
No. It reports opportunities and potential coverage issues for a person to review.
What makes a next step affected?
Describe the kinds of absence or role change that should trigger review, and provide the related dates or handoff context.
Can it include only open opportunities?
Yes. Ask Notis to list Salesforce opportunities matching your organization's open stages or other supplied criteria.
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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