Review Salesforce leads with Chatfai intent signals
Start the week with a short list of leads whose conversations show real momentum.
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 rely on stale CRM fields while fresh intent sits in chat transcripts.
- Focus review time on active intent
- Reduce tab switching
- Create a repeatable sales rhythm
Setup
Build it in a few focused steps.
- 1Connect Chatfai and Salesforce in Notis once.
- 2Create an automation asking Notis to review recent Chatfai conversations and list Salesforce leads needing attention.
- 3Choose a recurring Notis cron trigger.
- 4Choose the report channel and test the review with one recent period.
Questions about this workflow
Does this update Salesforce leads?
This workflow reports prioritized leads using the Salesforce list leads action; it does not change lead fields.
What time window should it use?
Include a window such as the last seven days in the automation prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Chatfai to Salesforce. A trigger fires from one place; an action lands in another.
Chatfai 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.
Chatfai and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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