Turn lead review into a clear follow-up action
Bring Salesforce lead records and relevant Blackbaud prospect context into a scheduled review that can create a task for the next step.
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 reviews often end with a list of concerns but no clear owner action to carry forward.
- Pair available prospect context with Salesforce lead records.
- Convert a review finding into a concrete follow-up task.
- Keep uncertain identity matches visible for human review.
Setup
Build it in a few focused steps.
- 1Connect Blackbaud and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the lead review.
- 3Describe in one instruction which Salesforce leads to review, how to use relevant Blackbaud context, and when to create a follow-up task.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real lead and verify the task or review report.
Questions about this workflow
Can Notis find a matching prospect automatically?
It can compare available details, but your instruction should require a confident match and report uncertain matches for review.
What Salesforce activity can the review create?
This workflow creates a Salesforce task when the review identifies a supported follow-up need.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Blackbaud to Salesforce. A trigger fires from one place; an action lands in another.
Blackbaud 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.
Blackbaud and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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