Find opportunities whose close dates need a fresh look
Catch pipeline dates that no longer reflect the team's current plan.
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
Old close dates make the pipeline harder to trust and can hide the deals that need a conversation.
- Make close date review part of a recurring workflow.
- Prioritize opportunities using dates returned by Salesforce.
- Keep the review list focused on records needing attention.
Setup
Build it in a few focused steps.
- 1Connect Salesforce once in Notis.
- 2Create an automation with a name, prompt, report channel, and trigger.
- 3Tell Notis to list opportunities with close dates before or within the time window you specify and report them for human review.
- 4Pick the notis_cron trigger and configure the schedule.
- 5Choose a report channel and test with one real run against opportunities with known close dates.
Questions about this workflow
Will this change opportunity close dates?
No. It reports records for review; the listed workflow does not update opportunities.
Can it know whether a deal is truly stalled?
Only if you define a measurable signal available in Salesforce or provide that context. A close date alone cannot establish deal activity.
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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