Keep opportunity data reviews moving on schedule
Give your team a dependable way to review opportunity records against its privacy data criteria.
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
Opportunity data checks can be pushed aside when no one has a clear list or a recurring reminder to start the review.
- Put opportunity reviews on a consistent cadence
- Summarize records against team supplied criteria
- Reduce time spent building review lists
Setup
Build it in a few focused steps.
- 1Connect Borneo and Salesforce once in the Notis portal.
- 2Create an automation named for opportunity data audit.
- 3Tell Notis which Salesforce opportunities and details to query and how to compare them with your supplied privacy criteria.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and confirm the summary reflects your intended criteria.
Questions about this workflow
Can the audit detect changes over time?
Only if Salesforce data or other connected context provides the relevant history or baseline. Supply any missing comparison data in your prompt.
Does it edit opportunity data?
No. The workflow lists opportunities and prepares a report.
Can the schedule be changed later?
Yes. Update the schedule in the automation setup in Notis.
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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