See which leads need a follow-up decision
Review matching leads on a schedule and get a concise summary of the next actions to consider.
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
A long lead list makes it easy to miss the records that need a timely decision.
- Reduce time spent scanning lead lists
- Make follow-up decisions easier to resume
Setup
Build it in a few focused steps.
- 1Connect ChMeetings and Salesforce once in Notis.
- 2Create an automation in Automations or tell Notis from any channel.
- 3Specify which Salesforce leads to review and ask Notis to summarize their next actions using available ChMeetings context.
- 4Choose a recurring schedule and where run reports go.
- 5Test with one real review.
Questions about this workflow
Does this update the leads?
No. The selected action lists leads for review; it does not modify them.
Can it send a summary somewhere?
Choose a report destination when setting up the automation. The workflow action itself retrieves the matching leads.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Chmeetings to Salesforce. A trigger fires from one place; an action lands in another.
Chmeetings 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.
Chmeetings and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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