Spot opportunities that need a signature check-in
Review the right opportunities on a regular schedule and bring potential signature follow-ups into one concise report.
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
Opportunities can sit without a signature check-in when the team has no simple recurring review of the pipeline.
- Create a predictable pipeline review
- Surface opportunities matching your follow-up criteria
- Reduce the need to remember ad hoc checks
Setup
Build it in a few focused steps.
- 1Connect Boloforms and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis which Salesforce opportunities to list and what evidence makes one need a signature check-in.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real opportunity and confirm the criteria return an actionable result.
Questions about this workflow
Can this detect a signature status that only exists in Boloforms?
Not from the Salesforce opportunity list alone. Make the status available to Notis through Salesforce data or provide it through another supported input.
Does it update opportunities?
No. This workflow lists matching opportunities and reports them for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Boloforms to Salesforce. A trigger fires from one place; an action lands in another.
Boloforms 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.
Boloforms and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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