See which open opportunities need coverage during an absence
Get a focused review of upcoming absences and open opportunities that may need a handoff before a key date or meeting.
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
Important opportunity follow-ups can slip when the person who owns the next step is away and nobody has a clear view of the risk.
- Surface opportunities that may need a new next-step owner.
- Review customer work before an upcoming absence.
- Keep the report focused on records and dates needing attention.
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 supplied upcoming absence context with open Salesforce opportunities and report likely coverage gaps with their next steps.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real absence and opportunity example and check the suggested handoffs.
Questions about this workflow
Does this workflow read employee absence data?
The BambooHR app description supports PTO management, but no specific trigger event is provided. Supply the relevant upcoming absence context through your connected app or process input.
Will it reassign opportunity owners?
No. It lists opportunities and summarizes likely gaps for review. It does not change opportunity records.
What information should the report include?
Ask Notis for the opportunity name, next step context available in Salesforce, dates involved, and the reason coverage may be needed.
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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