See which Salesforce opportunities are approaching their close dates
Ask Notis to list opportunities in a window your team defines, then summarize the available details for a quick review of next steps and blockers.
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
Close dates can arrive while attention is on other work, leaving pipeline decisions until the last minute.
- Gather opportunities within a chosen close date window.
- Summarize available deal details for quick review.
- Help teams notice approaching decision points.
Setup
Build it in a few focused steps.
- 1Connect Celigo and Salesforce once in the Notis portal.
- 2Create an automation named opportunity close date review.
- 3Tell Notis to list Salesforce opportunities within a close date window your team defines and summarize the returned deal context.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with a real date window and review the returned opportunities.
Questions about this workflow
Can Notis decide which deals are at risk?
Only if you define risk criteria using available Salesforce fields or provide a signal. A close date alone does not establish deal risk.
Can this compare close dates with the prior review?
That comparison needs the previous result or a stored baseline. Without one, the report reflects the current list.
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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