Find Salesforce leads that need review using Bika.ai context
Set a recurring checkpoint for your pipeline. Notis can review Salesforce leads and apply the criteria or reference details you provide from Bika.ai, then report the records that need attention.
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
Lead queues grow quietly, and inconsistent review habits make it harder to spot records that need an update or a next step.
- Create a consistent checkpoint for lead hygiene.
- Use Bika.ai-maintained criteria as review context when supplied.
- Get a focused report of leads that appear to need attention.
Setup
Build it in a few focused steps.
- 1Connect Bika.ai and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the review.
- 3In one instruction, specify the Salesforce leads to review, the Bika.ai criteria to use, and what to report.
- 4Pick a recurring Notis schedule and choose where run reports go.
- 5Test with a real review example and check the report against Salesforce.
Questions about this workflow
Can Notis know what counts as a stale or incomplete lead?
Only if the needed criteria or baseline is available from Bika.ai or supplied in your instruction. Define the review standard explicitly.
Does Bika.ai trigger the scheduled run?
No. This workflow uses a Notis cron schedule. Bika.ai has no listed source trigger event.
Will the workflow change Salesforce leads?
This package uses the Salesforce list leads action to retrieve records for review. The workflow reports findings and does not update lead records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bika.ai to Salesforce. A trigger fires from one place; an action lands in another.
Bika.ai 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.
Bika.ai and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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