Keep a regular view of Salesforce leads
Have the leads you care about brought into a recurring review, with the results summarized where you work.
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
Lead review can become another task to remember among a founder's daily context switches.
- Run a recurring Salesforce lead query.
- Receive a concise report without reopening the same search manually.
- Keep lead review attached to a predictable cadence.
Setup
Build it in a few focused steps.
- 1Connect Salesforce once in the Notis portal.
- 2Create and name a scheduled lead review automation.
- 3Tell Notis which leads to list and what fields or changes matter in the summary.
- 4Choose the schedule and report channel, then test with one real example.
Questions about this workflow
Will this assign leads to owners?
No. This workflow lists leads and reports results. Use a separate workflow with the assignment rules action when a lead needs routing.
Can it compare results with last week?
Only if the needed prior results or baseline are supplied. The list action returns results for the query, but does not itself provide a historical comparison.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Braze to Salesforce. A trigger fires from one place; an action lands in another.
Braze 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.
Braze and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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