Make lead follow-up part of release day
Release routines already have a rhythm. Add a scheduled Salesforce lead review so the next customer conversation does not get buried under build work.
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
Founders can lose track of lead follow-up when release tasks take over the day.
- Put lead review on a predictable schedule.
- See lead records that may need a next step or fresh context.
- Receive the findings where you already review automation reports.
Setup
Build it in a few focused steps.
- 1Connect CircleCI and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, ask Notis to review Salesforce leads and report records with follow-up gaps using the available lead details.
- 4Choose a recurring schedule as the Notis trigger and select where run reports should go.
- 5Test with one real lead review and adjust the instruction if needed.
Questions about this workflow
Does this wait for a CircleCI event?
No. CircleCI exposes no trigger events in this workflow package. This automation starts on a recurring Notis schedule.
Can it determine whether a lead is stale?
Notis can evaluate the Salesforce lead data returned. If staleness depends on a time window or business rule, include that rule in the instruction and ensure the needed information is available.
Does it make changes to the leads?
No. The selected action lists leads for review. The automation reports findings without editing Salesforce records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Circleci to Salesforce. A trigger fires from one place; an action lands in another.
Circleci 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.
Circleci and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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