Route researched leads with a recurring Salesforce review
Keep lead routing moving by pairing a scheduled research review with Salesforce's configured assignment rules.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Leads can remain unowned or misrouted when the handoff is delayed after research.
- Run a repeatable lead handoff review.
- Apply Salesforce rules your organization already maintains.
- Report leads that need a verified record ID.
Setup
Build it in a few focused steps.
- 1Connect BlitzAPI and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Describe how to identify eligible existing Salesforce leads and ask Notis to apply assignment rules to verified lead IDs.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real lead and confirm the resulting owner.
Questions about this workflow
Does this workflow create leads?
No. It applies assignment rules to existing Salesforce leads. Create leads separately if your process requires it.
What data identifies an eligible lead?
Specify the research criteria and provide a way to match results to Salesforce leads. If a match is uncertain, have Notis report it for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Blitz API to Salesforce. A trigger fires from one place; an action lands in another.
Blitz API 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.
Blitz API and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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