Keep an eye on new prospects in your market
Set a recurring search for the companies or topics you care about, then use Salesforce lead records to keep the results tied to your pipeline.
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
Finding new prospects is easy to postpone when every search starts from scratch.
- Make market discovery a recurring, predictable task.
- Use existing Salesforce lead context to guide review.
- Surface search findings without reopening the same research loop.
Setup
Build it in a few focused steps.
- 1Connect Ceramic and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name and prompt.
- 3Describe the target market, the public web evidence to summarize, and how Salesforce lead results should inform the report.
- 4Choose a recurring schedule and select where Notis should send run reports.
- 5Test with one real market query and review the report and lead results.
Questions about this workflow
Does this automatically add every search result as a lead?
No. This workflow lists Salesforce leads and reports on relevant search findings. Ask for lead creation separately if that is your intended outcome.
Can Ceramic guarantee every company in a market is found?
No. Ceramic returns relevant public web content for keyword queries, so results depend on the query and available public content.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ceramic to Salesforce. A trigger fires from one place; an action lands in another.
Ceramic 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.
Ceramic and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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