Make opportunity review easier to keep up with
Bring a focused view of Salesforce opportunities into a recurring report, so the next review starts with context.
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
Pipeline reviews take extra effort when the same opportunity search and triage must be repeated by hand.
- Run a recurring query for Salesforce opportunities.
- Summarize returned details in the report channel you choose.
- Start pipeline review with a prepared view.
Setup
Build it in a few focused steps.
- 1Connect Salesforce once in the Notis portal.
- 2Create a named scheduled opportunity review.
- 3Tell Notis which opportunities to list and what signals in the returned data should be summarized.
- 4Choose a recurring schedule and report channel, then test with one real example.
Questions about this workflow
Can it identify deals at risk?
Notis can summarize signals in returned fields. Define what risk means in your prompt and provide any needed baseline or history that Salesforce does not return.
Does it update opportunity stages?
No. This workflow lists and summarizes opportunities; it does not change them.
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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