Review Charla conversations against Salesforce leads
Start the day with a short list of conversations that need CRM attention.
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
Recent chats and lead records drift apart when nobody has time for a daily reconciliation.
- Surface missed lead updates
- Prioritize recent conversations
- Reduce end-of-week CRM cleanup
Setup
Build it in a few focused steps.
- 1Connect Charla and Salesforce once in the Notis portal.
- 2Create an automation asking Notis to review recent Charla conversations and identify matching Salesforce leads that need attention.
- 3Choose a recurring schedule trigger.
- 4Select where run reports should go.
- 5Test it against one recent review period.
Questions about this workflow
Does this edit leads automatically?
This workflow lists relevant leads and reports gaps; add a separate action when you want automatic updates.
How should the review period be defined?
Include the lookback window in the automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Charla to Salesforce. A trigger fires from one place; an action lands in another.
Charla 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.
Charla and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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