Keep prospect follow-up from slipping between reviews
Describe what makes a prospect ready for another touch, then turn the scheduled Clay review into concrete Salesforce tasks.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Prospect follow-up gets lost when timing and next steps depend on someone remembering a research list.
- Turn review findings into assigned next steps.
- Reduce the need to remember follow-up manually.
- Keep a repeatable prospect review routine.
Setup
Build it in a few focused steps.
- 1Connect Clay and Salesforce once in Notis.
- 2Create an automation that identifies prospects needing follow-up and describes the task to create.
- 3Choose a recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one real prospect and check the resulting task.
Questions about this workflow
Can Notis know when a prospect is overdue?
Only if the relevant date or history is available from Clay or Salesforce. If not, provide the rule or required timing in your instruction.
Can it assign a task to a specific owner?
Include the owner rule in the prompt and ensure the necessary owner information is available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clay to Salesforce. A trigger fires from one place; an action lands in another.
Clay 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.
Clay 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.