Focus lead review with recurring-revenue context
Prepare a shorter, more useful lead review by bringing available revenue context alongside the Salesforce records your team can act on.
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 lists can be long, and founders may have little time to compare them manually with customer or revenue signals.
- Prepare a review list that highlights leads with relevant available context.
- Help the team focus limited follow-up time.
- Keep prioritization grounded in data the connected apps actually return.
Setup
Build it in a few focused steps.
- 1Connect Baremetrics and Salesforce once in the Notis portal.
- 2Create an automation in Automations by selecting New Automation.
- 3Ask Notis in one instruction to list Salesforce leads and prioritize them using relevant available Baremetrics revenue context, stating any missing matching data.
- 4Choose a recurring schedule and where to send run reports.
- 5Test with one real lead and review the evidence behind the suggested ordering.
Questions about this workflow
Can this score every lead automatically?
It can organize leads using a rule you provide and data that is available. If Baremetrics does not expose a meaningful matching signal for a lead, that limitation should be clear in the report.
Does prioritization change lead records?
No. This workflow lists leads and provides a review; it does not update their Salesforce fields.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Baremetrics to Salesforce. A trigger fires from one place; an action lands in another.
Baremetrics 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.
Baremetrics and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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