Catch Salesforce lead routing gaps in a recurring review
Use a scheduled list to bring leads that meet your routing review criteria into one place, then decide which ones need an owner or another next step.
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
Leads that fall outside an integration's normal routing path can sit unnoticed until someone happens to look for them.
- Focus review on leads matching a stated routing condition.
- Summarize available ownership and lead details.
- Make routing exceptions easier to triage.
Setup
Build it in a few focused steps.
- 1Connect Celigo and Salesforce once in the Notis portal.
- 2Create an automation named lead routing audit.
- 3Tell Notis which Salesforce leads to list using a queryable routing condition and which returned fields to include in the review.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real condition and confirm the leads returned need routing review.
Questions about this workflow
Can it detect leads with no owner?
Only if Salesforce allows the owner condition to be queried and returned. Specify that condition explicitly.
Will it assign the leads automatically?
This workflow lists and summarizes leads for review. To apply assignment rules, use the Salesforce assignment action with a valid lead id.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Celigo to Salesforce. A trigger fires from one place; an action lands in another.
Celigo 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.
Celigo and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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