Spot leads that may need an availability check
Keep leads moving by regularly comparing their visible ownership with availability information supplied from Breathe HR.
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 can wait without attention when the person expected to follow up is unavailable.
- Create a regular check for leads that may need review.
- Make availability-related follow-up easier to spot.
- Leave routing decisions with the team using current context.
Setup
Build it in a few focused steps.
- 1Connect Breathe HR and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, ask Notis to list Salesforce leads and compare visible ownership with supplied Breathe HR availability details, reporting possible routing reviews for a person to assess.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real lead and availability example and verify the reported reason.
Questions about this workflow
Will it apply Salesforce lead assignment rules?
No. This workflow lists leads and reports possible routing reviews. Applying assignment rules is a separate Salesforce action.
Does it know employee availability without supplied HR details?
No. It can only use the availability information made available to the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Breathe HR to Salesforce. A trigger fires from one place; an action lands in another.
Breathe HR 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.
Breathe HR and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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