Review Salesforce leads on a recurring schedule
Get a regular summary of leads that need attention without opening Salesforce to assemble the same view each time.
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
Leads needing follow-up can be overlooked when review depends on remembering to run the same CRM search.
- Create a consistent lead review routine.
- Summarize returned leads against criteria you define.
- Make follow-up needs easier to spot.
Setup
Build it in a few focused steps.
- 1Connect Bread & Butter and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the lead review.
- 3Tell Notis to use a defined Salesforce lead query scope and summarize only returned records that match your stated follow-up criteria.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real review run and refine the criteria if needed.
Questions about this workflow
Does this automatically know which leads need attention?
Provide the criteria, such as a status or time threshold, and ensure the query scope returns the fields needed. Notis cannot infer missing history or a baseline.
Does this update or assign the leads?
No. This workflow reviews and summarizes returned leads. It does not modify them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bread & Butter to Salesforce. A trigger fires from one place; an action lands in another.
Bread & Butter 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.
Bread & Butter and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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