Review cat feature opportunities on a schedule
See the Salesforce opportunities connected to your cat-powered feature in one scheduled review, ready for a quick decision on next steps.
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
Opportunities connected to a new feature are easy to overlook when they are mixed into a broader pipeline.
- Bring relevant opportunities into a focused review.
- Cut down on scanning the full pipeline.
- Surface available deal details before deciding on next steps.
Setup
Build it in a few focused steps.
- 1Connect Cats and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to list Salesforce opportunities relevant to the cat feature and summarize their available status and context.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and confirm the opportunities match the feature criteria.
Questions about this workflow
How does Notis know which opportunities relate to the cat feature?
Provide a usable Salesforce field, campaign, naming convention, or other available criteria. Notis cannot infer a relationship that Salesforce does not store.
Does the workflow update opportunity records?
No. It lists opportunities and summarizes returned details; it does not update the records.
Can I run this when a deal changes?
This package uses a Notis schedule because no Cats source trigger events are available. A change-based trigger is not specified here.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cats to Salesforce. A trigger fires from one place; an action lands in another.
Cats 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.
Cats and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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