Review Salesforce opportunities in a focused scheduled digest
Replace scattered pipeline checks with a recurring summary of the opportunities your team says need attention, based on available Salesforce fields.
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
Switching between integration status and Salesforce pipeline views makes it easy to overlook a deal that needs a decision or next step.
- Gather a defined set of opportunities for recurring review.
- Summarize the Salesforce details returned for each opportunity.
- Keep pipeline review focused on the criteria your team actually uses.
Setup
Build it in a few focused steps.
- 1Connect Celigo and Salesforce once in the Notis portal.
- 2Create an automation named opportunity pipeline digest.
- 3Tell Notis which Salesforce opportunities to list using a queryable condition and what details to summarize for review.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real criterion and review the returned opportunities.
Questions about this workflow
Can Notis identify opportunities affected by a Celigo integration?
Only when the Salesforce record has a queryable field or other supplied signal that identifies that relationship. Include it in your review condition.
Can the digest explain changes over time?
A comparison requires historical results or a baseline. If those are not supplied or available, the summary can describe only the current returned data.
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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