Daily Opportunity Pulse: See Your Pipeline Without Logging In
Never miss a deal update. Notis delivers your open opportunities to your channel every morning, so you know exactly what needs attention before you start your day.
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
Founders juggle dozens of browser tabs between Drive and Salesforce. Checking the pipeline means breaking focus, searching for the right dashboard, then jumping back to work.
- Start your day with deal clarity, not confusion
- No need to log into Salesforce to stay current
- Catch stalled deals before they slip away
- Build momentum by seeing progress upfront
Setup
Build it in a few focused steps.
- 1Connect your Salesforce account to Notis (one-time setup in the portal).
- 2Tell Notis: 'Send me my open opportunities every morning at 8 AM.' That's it.
- 3Choose which channel gets the updates (Slack, email, or Telegram).
- 4Test by asking Notis to send your current opportunities now and verify the list is complete.
Questions about this workflow
What time will I get the daily list?
You choose the time. Just tell Notis when works best for you.
Will this clutter my inbox if I use email?
Notis sends one clean, organized summary. You can also use Slack or Telegram to keep everything in one place.
Can I filter which opportunities show up?
Tell Notis in plain language, like 'only show opportunities over $50k' or 'exclude closed deals.'
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Salesforce. A trigger fires from one place; an action lands in another.
Google Drive 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.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
File Created
Triggers when a new file is created in Google Drive.
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.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
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.
File Shared (Permissions Added)
Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
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.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
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.
Google Drive and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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