Start the day with a focused lead follow-up list
Give yourself one review point for leads that may need attention, with Basin context where available.
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
Leads and form responses live in different places, making daily prioritization a chore.
- Create a repeatable moment to review open leads.
- Use Basin response information when it is provided to Notis.
- Focus attention on leads that meet your follow-up criteria.
Setup
Build it in a few focused steps.
- 1Connect Basin and Salesforce once in the Notis portal.
- 2Create an automation with a name, prompt, report channel, and trigger.
- 3Ask Notis to list Salesforce leads for the stated criteria and summarize which ones need attention using Basin response data available to the automation.
- 4Select the notis_cron trigger and choose the recurring schedule in the automation flow.
- 5Choose where reports go and test with one real run, checking that any needed Basin data is available.
Questions about this workflow
Does the schedule automatically fetch Basin submissions?
Basin has no listed fetch action or trigger in this package. Make the relevant Basin response data available to the automation, or limit the review to Salesforce lead data.
Can this update lead records?
This workflow lists leads for review. It does not change their records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Basin to Salesforce. A trigger fires from one place; an action lands in another.
Basin 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.
Basin and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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