Start your week with a clear Salesforce pipeline review
Let Notis gather the opportunity details on a schedule and call out records that deserve a closer look.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List opportunities
Lists opportunities from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Manually scanning a large opportunity list makes it harder to notice quiet deals and approaching close dates.
- See opportunity details in one focused review.
- Notice close dates or deal records that may need follow-up.
- Spend less time opening records one by one.
Setup
Build it in a few focused steps.
- 1Connect Cloudlayer and Salesforce once in the Notis portal.
- 2Create an automation in Notis and name it.
- 3Tell Notis to review Salesforce opportunities and summarize records that are stale or nearing their close date, using available Salesforce data.
- 4Pick a recurring schedule as the trigger.
- 5Choose where run reports go, then test with one real example and confirm the returned opportunity data supports the review.
Questions about this workflow
Can Notis identify stale opportunities?
It can review whatever date or activity fields the Salesforce action returns. If a useful activity history or stale-deal rule is unavailable, provide the rule or missing context in your instruction.
Will the automation update opportunity records?
No. This workflow lists and reviews opportunities, then reports findings. It does not change Salesforce records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cloudlayer to Salesforce. A trigger fires from one place; an action lands in another.
Cloudlayer 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.
Cloudlayer and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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