Give stalled CDN opportunities a next step
Turn a recurring opportunity review into clear follow-up tasks for deals that have gone quiet.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Stalled deals can sit untouched because no one has converted a pipeline review into an assigned next action.
- Convert qualifying stale records into follow-up work.
- Include the opportunity context available to Notis.
- Help teams close the gap between review and action.
Setup
Build it in a few focused steps.
- 1Connect Bunnycdn and Salesforce once in Notis.
- 2Create an automation in the portal or by telling Notis what outcome to create.
- 3Define what counts as stale using Salesforce data you have, and ask Notis to create a follow-up task for qualifying opportunities.
- 4Choose a recurring schedule and run report destination.
- 5Test with one real opportunity and confirm the staleness rule and task context.
Questions about this workflow
Can the workflow infer a last-contact date?
Only if Salesforce data available to the workflow includes a relevant date or activity history. If not, provide the needed signal or treat it as unknown.
Will tasks be created repeatedly?
Describe how the automation should check for an existing open follow-up before creating another one, if the necessary Salesforce data is available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bunnycdn to Salesforce. A trigger fires from one place; an action lands in another.
Bunnycdn 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.
Bunnycdn and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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