Catch possible employee and lead record duplicates
Get a focused list of Salesforce leads that may overlap with the employee roster, so the team can review records before they cause confusion.
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 a person appears as both an employee and a lead, teams may contact or route the record incorrectly.
- Spot likely employee and lead overlaps for human review.
- Reduce accidental outreach to teammates listed as prospects.
- Keep record cleanup focused on plausible matches.
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 roster details available with Salesforce leads and list likely employee matches for review.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with a real roster sample and known lead matches to check the matching quality.
Questions about this workflow
Will this delete or merge lead records?
No. It lists possible matches for a human to review and does not change records.
Can it identify a match by name alone?
Name matching may produce false positives. Provide appropriate extra identifiers, such as work email, when available and permitted.
How does it get the roster?
Use the employee information available through the connected BambooHR app or include the relevant roster data in the process input. No BambooHR trigger is listed.
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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