Set a weekly checkpoint for video-sourced leads
Give your team a small recurring block to check that video interest is turning into timely follow-up.
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
Video leads can sit untouched when nobody has a routine for checking the queue.
- Create a recurring review task in Salesforce.
- Make video lead follow-up easier to notice during the week.
- Give the team a regular point to catch stalled conversations.
Setup
Build it in a few focused steps.
- 1Connect Notis to Salesforce once in the portal.
- 2Create an automation in Notis and name it.
- 3Tell Notis to create a Salesforce task for reviewing video-sourced lead follow-up.
- 4Choose a recurring schedule and the channel for run reports.
- 5Test one scheduled run and confirm the task appears in Salesforce.
Questions about this workflow
Does this inspect the leads automatically?
This workflow creates a review task. The listed Salesforce actions do not provide a dedicated lead review or analysis action in this package.
Can I choose how often it runs?
Yes. Select a recurring schedule when you choose the Notis cron trigger.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Captions to Salesforce. A trigger fires from one place; an action lands in another.
Captions 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.
Captions and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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