Review stale Check Cherry leads in Salesforce
Start the day with a focused list of inquiries that may be waiting.
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
Potential customers slip through when follow-up is spread across multiple queues.
- Surface neglected inquiries
- Create a repeatable review habit
- Reduce pipeline leakage
Setup
Build it in a few focused steps.
- 1Connect Check Cherry and Salesforce in Notis.
- 2Create an automation named Stale inquiry review.
- 3Tell Notis to list Salesforce leads sourced from Check Cherry and summarize those without recent activity.
- 4Choose notis_cron and set the review schedule.
- 5Choose a report channel, then test the report against current leads.
Questions about this workflow
What counts as stale?
Tell Notis the age or activity rule you want it to use, such as no activity for seven days.
Does this change Salesforce records?
No. It lists and summarizes leads for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Check Cherry to Salesforce. A trigger fires from one place; an action lands in another.
Check Cherry 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.
Check Cherry and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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