Review Salesforce leads from Botsonic intake
Start the day with a focused list of leads that need a decision.
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
New leads accumulate without a simple routine for prioritizing the next action.
- Reduce lead backlog
- Create a repeatable review habit
- Focus attention on the most actionable leads
Setup
Build it in a few focused steps.
- 1Connect Botsonic and Salesforce in Notis once.
- 2Create an automation named Botsonic Lead Queue Review.
- 3Describe how to review relevant Salesforce leads and summarize priority actions.
- 4Choose a Notis cron schedule and a report channel.
- 5Test it against the current lead queue.
Questions about this workflow
Does this create or update leads?
This workflow uses Salesforce lead listing to produce a review summary. It does not change records.
Can I choose the cadence?
Yes. Select a recurring Notis schedule that fits your operating rhythm.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Botsonic to Salesforce. A trigger fires from one place; an action lands in another.
Botsonic 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.
Botsonic and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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