Review your Salesforce pipeline with Bonsai project context
Bring client project context and open opportunities together in a recurring review, so the next business conversation is easier to prepare.
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
Sales pipeline reviews take extra effort when opportunity records and active client project context sit in separate tools.
- Prepare a recurring opportunity review with less manual searching.
- Surface opportunities that may need a follow-up based on available context.
- Keep the review focused on records returned by Salesforce and information supplied from Bonsai.
Setup
Build it in a few focused steps.
- 1Connect Bonsai and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for your pipeline review.
- 3In one instruction, ask Notis to retrieve Salesforce opportunities and summarize follow-ups using Bonsai project context available to the automation or supplied by you.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and confirm the review reflects available records and project context.
Questions about this workflow
Does this workflow automatically read Bonsai projects?
No Bonsai trigger or action event is listed here. The review can use Bonsai context only if it is available to the automation or provided by you.
Will it update Salesforce opportunities?
No. This workflow lists Salesforce opportunities for a review and does not make changes to those records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bonsai to Salesforce. A trigger fires from one place; an action lands in another.
Bonsai 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.
Bonsai and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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