Review Salesforce leads on a schedule
Start each review with a focused Salesforce lead list shaped by your latest chart context.
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
Lead reviews become inconsistent when priorities live in separate analysis tools.
- Creates a reliable review rhythm
- Surfaces priority leads
- Reduces scattered preparation
Setup
Build it in a few focused steps.
- 1Connect Chartly and Salesforce once in Notis.
- 2Create a scheduled automation for lead review.
- 3Tell Notis to list Salesforce leads and use the Chartly criteria or context you provide.
- 4Pick notis_cron, set the cadence, and choose a report channel.
- 5Run one scheduled review and refine the instruction.
Questions about this workflow
How does Chartly provide context here?
Include the current Chartly criteria or URL in the automation instruction or supplied data.
Does this workflow update leads?
It lists leads for review; use a separate action when you need a mutation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Chartly to Salesforce. A trigger fires from one place; an action lands in another.
Chartly 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.
Chartly and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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