Check open opportunities for absence coverage gaps
Keep deals visible for review when supplied absence coverage details may affect their next step.
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
An active opportunity can lose momentum when the employee handling its next step is away and coverage is unclear.
- Bring open opportunities into a regular coverage review.
- Highlight only potential gaps supported by supplied absence details.
- Help managers decide which deal needs a new next step.
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 opportunities and compare them with supplied Breathe HR absence coverage details, reporting possible uncovered next steps without changing records.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real opportunity and coverage example, then check the evidence behind each reported gap.
Questions about this workflow
Can it tell who owns each opportunity?
Only if the listed opportunity data and supplied coverage details expose enough information to support that conclusion.
Does this reassign deals or create follow-up tasks?
No. It lists opportunities and reports possible coverage gaps for review.
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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