Find opportunities that need shipment-related follow-up
Help the sales team account for shipment activity during a regular opportunity review.
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
Open opportunities can be affected by shipping activity that does not make it into pipeline conversations.
- Connect shipment operations with pipeline conversations.
- Surface customer issues for human follow-up.
- Reduce repeated context gathering.
Setup
Build it in a few focused steps.
- 1Connect Baselinker and Salesforce once in the Notis portal.
- 2Create an automation named Shipment Pipeline Review.
- 3Tell Notis to list Salesforce opportunities and highlight related shipment issues available from Baselinker that may need follow-up.
- 4Choose a recurring Notis schedule and select a channel for run reports.
- 5Test one run with a real opportunity and shipment example.
Questions about this workflow
Will the workflow update or close opportunities?
No. It lists opportunities and highlights shipment context for review.
How does it determine which shipment relates to an opportunity?
The connected data must include enough shared customer or order details to make the relationship clear.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Baselinker to Salesforce. A trigger fires from one place; an action lands in another.
Baselinker 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.
Baselinker and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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