Bring regional market evidence into pipeline review
Review active opportunities with demographic and economic context for the regions your deals depend on.
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
Pipeline reviews can focus on deal stages while missing important changes or differences across their markets.
- Add regional context to a recurring opportunity review.
- Spot opportunities in markets matching your defined criteria.
- Make pipeline discussions more grounded in geography.
Setup
Build it in a few focused steps.
- 1Connect Census bureau and Salesforce once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis which opportunities and geographic indicators to review, and provide the criteria for comparing their markets.
- 4Pick a recurring schedule trigger and select where run reports should go.
- 5Test with a real opportunity set and check the report.
Questions about this workflow
Does Census provide deal forecasts?
No. Census provides demographic and economic statistics. Notis can compare them with opportunity data, but any forecast assumptions must be supplied by your team.
What if opportunities do not have a geography?
Provide a location for each opportunity or ensure Salesforce contains usable account location details for the review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Census bureau to Salesforce. A trigger fires from one place; an action lands in another.
Census bureau 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.
Census bureau and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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