Keep cat campaign leads visible in Salesforce
Get a scheduled view of cat-campaign prospects, with a concise summary that helps you decide who needs attention next.
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
Campaign leads can sit untouched when nobody remembers to reopen Salesforce and review the list.
- Bring campaign prospects back into view on a schedule.
- Reduce time spent reopening and scanning CRM lists.
- Give yourself a focused summary for follow-up planning.
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 leads related to the cat campaign and summarize the prospects and available follow-up context.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and confirm the listed leads are the intended prospects.
Questions about this workflow
What starts this workflow?
A recurring Notis schedule starts it. Cats has no source trigger events, so Notis cron is used.
Can it identify campaign leads automatically?
The workflow can list Salesforce leads using available fields and filters. You must supply enough campaign context or criteria to identify the intended leads.
Will Notis update the leads?
No. This workflow uses the Salesforce List leads action and summarizes the returned information; it does not change lead records.
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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