Keep Salesforce lead follow-up from slipping after Celigo handoffs
Let Notis gather the leads that match your review criteria on a schedule and send a focused digest, so open handoffs are easier to spot.
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 created through integrated processes can blend into the queue, making it harder to notice which ones still need attention.
- Bring qualifying leads into one scheduled review.
- Summarize available lead details for faster triage.
- Make criteria gaps visible instead of assuming Salesforce history.
Setup
Build it in a few focused steps.
- 1Connect Celigo and Salesforce once in the Notis portal.
- 2Create an automation named scheduled lead handoff review.
- 3Tell Notis which Salesforce leads to include using a condition your org can query, such as a defined status or campaign, and ask for a concise review summary.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real review condition and check the returned leads.
Questions about this workflow
Does this know which leads came from Celigo automatically?
Only if Salesforce exposes a field or other queryable detail that identifies those leads. Include that condition in your instruction; otherwise provide a usable review condition.
Can it detect that a lead has had no follow-up?
Only when the available Salesforce data includes a reliable activity or follow-up signal. If that history is not available to the query, Notis should report that limitation rather than infer it.
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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