Route Salesforce leads from CheckFlow decisions
Let the checklist capture the routing decision, then let Salesforce assign the lead.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Leads wait in limbo when routing decisions are documented but assignment rules are not run.
- Shorten lead response time
- Apply existing routing rules consistently
- Remove routing chores from the team
Setup
Build it in a few focused steps.
- 1Connect CheckFlow and Salesforce in Notis.
- 2Create an automation for completed routing reviews.
- 3Tell Notis to apply Salesforce assignment rules to the referenced lead after the checklist confirms it is ready.
- 4Pick the CheckFlow webhook trigger and report channel.
- 5Test with one real lead.
Questions about this workflow
Does this create a new lead?
No. It applies assignment rules to an existing Salesforce lead.
Can the checklist block assignment?
Yes. Instruct Notis to act only when the required review outcome is present.
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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