Catch Salesforce leads that still need an owner
Make a short lead hygiene check part of your routine before new inquiries go quiet.
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
Unassigned leads can sit unnoticed when CRM cleanup only happens after someone spots a problem.
- Spot leads that may lack an owner or useful follow-up details.
- Create a recurring CRM hygiene checkpoint.
- Review possible issues before they become dropped inquiries.
Setup
Build it in a few focused steps.
- 1Connect Salesforce once in the Notis portal.
- 2Create an automation with a name, prompt, report channel, and trigger.
- 3Ask Notis to list leads and report records with a missing owner or other explicitly named incomplete fields, based on returned data.
- 4Choose the notis_cron trigger and set the schedule.
- 5Choose a report channel and test with one real run.
Questions about this workflow
Will it apply Salesforce lead assignment rules?
No. This workflow lists leads for review. A separate listed action can apply assignment rules when you provide a specific lead.
Can it detect any missing field?
Only fields included in the data returned and criteria you specify can be reviewed.
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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