Review Clay prospects on a schedule
Give Notis your definition of sales-ready, then let a recurring run help keep Salesforce current from Clay research.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
Clay research grows between reviews, leaving qualified prospects waiting for a manual CRM pass.
- Create a regular review rhythm for prospect research.
- Apply your written qualification criteria consistently.
- Reduce the backlog between enrichment and CRM entry.
Setup
Build it in a few focused steps.
- 1Connect Clay and Salesforce once in Notis.
- 2Create an automation and describe which Clay prospects count as sales-ready.
- 3Choose a recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one real prospect and confirm the resulting Salesforce lead.
Questions about this workflow
Can Notis inspect Clay table data on a schedule?
Clay is described as supporting workspace tables and routines. Set the prompt to use the available Clay data and specify a schedule that suits your review.
Does this workflow know my qualification criteria automatically?
No. Include your criteria in the automation instruction so Notis can assess the returned data.
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
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