Run a scheduled Salesforce lead review
Start each workday with a focused lead list shaped by your CheckFlow review routine.
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
Leads needing attention stay hidden when review work depends on memory and scattered tabs.
- Create a consistent review habit
- Focus on leads needing action
- Reduce CRM browsing time
Setup
Build it in a few focused steps.
- 1Connect CheckFlow and Salesforce in Notis.
- 2Create a scheduled automation for your lead review routine.
- 3Tell Notis to list Salesforce leads and summarize the ones that match the review criteria in your CheckFlow process.
- 4Choose a recurring Notis schedule and report channel.
- 5Run one test review and adjust the instruction if needed.
Questions about this workflow
Does CheckFlow need to send an event for this?
No. This workflow starts on a Notis recurring schedule.
Can Notis use a review window?
Yes, state the desired timing or criteria in the instruction, provided Salesforce exposes the needed data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link CheckFlow to Salesforce. A trigger fires from one place; an action lands in another.
CheckFlow 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.
CheckFlow and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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