Make lead review data ready on schedule
Bring the lead records that need attention into a recurring Carbone review process.
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
Lead review starts slowly when the team has to rebuild the same list each time.
- Prepare a focused lead list for review.
- Reduce repeated CRM searches.
- Support a predictable lead review routine.
Setup
Build it in a few focused steps.
- 1Connect Carbone and Salesforce once in the Notis portal.
- 2Create an automation in the portal or tell Notis to create one.
- 3Describe which leads and fields belong in the review.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with a small lead set and check the report input.
Questions about this workflow
Can the query target stale leads?
Yes, if Salesforce has a suitable date or status field. Specify the filter in the instruction.
Will it update lead records?
No. This action lists leads for reporting or review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Carbone to Salesforce. A trigger fires from one place; an action lands in another.
Carbone 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.
Carbone and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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