Review the opportunity pipeline on a schedule
Make pipeline review a small recurring task with a focused summary of deals needing attention.
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
Pipeline checks can become a long, inconsistent CRM session when there is no clear review routine.
- Create a predictable pipeline review rhythm.
- Bring potential blockers into one report.
- Use criteria such as stage, close date, or amount when available in Salesforce results.
Setup
Build it in a few focused steps.
- 1Connect Salesforce in the Notis portal once; connect Basin too if you will supply Basin context.
- 2Create an automation with a name, prompt, report channel, and trigger.
- 3Ask Notis to list Salesforce opportunities matching your review criteria and summarize records that need a next step.
- 4Choose the notis_cron trigger and set the recurring schedule.
- 5Choose a report channel and test with one real run against your opportunity data.
Questions about this workflow
Can it identify deals that are at risk?
It can apply criteria you specify using fields returned from Salesforce. Any risk signal not present in the data must be supplied separately.
Does this automatically update opportunities?
No. It lists and summarizes opportunities for review.
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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