Find Cincopa prospects that need a Salesforce follow-up
Make lead review more useful by pairing CRM records with media prospect context where a match is supported.
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 can sit in a queue when media-related context is difficult to find during routine CRM review.
- Review leads with relevant Cincopa context when available.
- Get a concise list of leads that may need attention.
- Identify missing context instead of relying on guesses.
Setup
Build it in a few focused steps.
- 1Connect Cincopa and Salesforce once in Notis.
- 2Create an automation by telling Notis to review Salesforce leads with available Cincopa prospect context and report possible follow-ups.
- 3Describe the outcome in one instruction, including the lead scope and what should count as a useful signal.
- 4Pick the Notis recurring schedule trigger and choose where run reports go.
- 5Run one example and check the report against the available lead and media context.
Questions about this workflow
Does this automatically assign or contact leads?
No. The listed action retrieves leads. This workflow reports potential follow-ups; it does not assign owners or send messages.
What if Cincopa context cannot be matched to a lead?
The workflow should report that the association is unavailable rather than guessing. Supply matching identifiers or context if you expect reliable joins.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cincopa to Salesforce. A trigger fires from one place; an action lands in another.
Cincopa 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.
Cincopa and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Salesforce.