Queue route research before customer conversations
Let a regular review surface which prospect conversations need route research, then handle those preparations in one focused batch.
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
Route research gets done reactively between meetings, adding context switching and avoidable last-minute work.
- Batch route research into a predictable routine
- Surface leads with relevant travel context
- Reduce interruption-driven preparation
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 Salesforce leads and available Bart information, then return a short queue of leads that need route research before their conversations.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with a small lead set that includes upcoming conversation details.
Questions about this workflow
Does this workflow perform route research for every lead?
The instruction can ask Notis to focus on leads where travel details are relevant. It needs location or meeting context to make that decision.
Does it change lead records?
No. It lists Salesforce leads for review and returns a research queue.
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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