Prepare for travel-related deals in one review
A focused preparation list can bring open deals and route research together before a customer visit 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
Founders and small teams spend extra time switching between pipeline records and route planning when preparing for customer travel.
- Gather route research before customer commitments
- Focus on deals with available travel context
- Cut down on last-minute switching between tools
Setup
Build it in a few focused steps.
- 1Connect Bart and Salesforce once in the Notis portal.
- 2Create an automation in the portal, or tell Notis in plain language from any channel.
- 3Describe the outcome: review open Salesforce opportunities with available Bart route details and return a concise list of deals needing travel preparation.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with a real opportunity and route, then adjust the instruction based on the resulting list.
Questions about this workflow
Does this workflow create a Salesforce record?
No. It uses Salesforce opportunity records for a preparation review and returns a list or summary.
What if the opportunity has no meeting location?
Notis needs a location from the opportunity, Bart request, or other supplied context to assess route relevance.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bart to Salesforce. A trigger fires from one place; an action lands in another.
Bart 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.
Bart and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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