Turn location gaps in lead records into clear next steps
A scheduled review can surface leads whose supplied location needs attention and create a Salesforce task with the specific follow-up needed.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Location data issues can sit unnoticed in a lead list until a rep needs the record and loses time researching it.
- Find location issues during a routine review.
- Give a person a concrete Salesforce follow-up task.
- Keep the review process from depending on memory.
Setup
Build it in a few focused steps.
- 1Connect Big data cloud and Salesforce once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis to review the relevant Salesforce leads, check their supplied location data with Big data cloud, and create tasks for records that need human review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real lead and review the task and its related record.
Questions about this workflow
Which leads will it review?
Describe the relevant lead set in the instruction. The workflow can only review records available from Salesforce and location values present on those records.
Will it correct Salesforce address fields?
No. The available action creates a task. A person can review the result and make any needed record changes.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Big data cloud to Salesforce. A trigger fires from one place; an action lands in another.
Big data cloud 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.
Big data cloud and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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