Keep lead review work from disappearing between checks
Refresh your lead review list on a schedule and make outstanding privacy checks easier to pick up again.
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
Privacy review follow-through can fade when there is no fresh list to show what still needs attention.
- Refresh the review list regularly
- Give the team a clear starting point after a gap
- Reduce the effort of rebuilding context
Setup
Build it in a few focused steps.
- 1Connect Borneo and Salesforce once in the Notis portal.
- 2Create an automation named for lead privacy review follow-through.
- 3Tell Notis which leads belong on the review list and how to summarize their available privacy review context and any status data you provide.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with a real run and confirm the list reflects your intended follow-through criteria.
Questions about this workflow
Can this tell which reviews are still open?
Only when the relevant status or review history is available in Salesforce or supplied in the prompt. Notis cannot infer missing history.
Does it close or update review tasks?
No. The workflow lists lead data and reports it for follow-through.
Can I use it for a weekly review?
Yes. Choose the weekly schedule in Notis when setting up the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Borneo to Salesforce. A trigger fires from one place; an action lands in another.
Borneo 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.
Borneo and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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