Stay Focused on High-Priority Contacts
Some contacts matter more than others. Every week, Notis sends a list of your high-priority contacts so you can focus your energy on the relationships that drive revenue.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List contacts
Lists contacts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
High-priority contacts get lost in large contact lists, and outreach gets inconsistent because priorities are unclear or easily forgotten.
- Stay focused on relationships that matter
- Ensure consistent outreach to key contacts
- Reduce context-switching around contact strategy
- Enable disciplined relationship management
- Never forget a key relationship
Setup
Build it in a few focused steps.
- 1Connect Salesforce to Notis.
- 2Create automation: 'Every Monday morning, send me a list of my high-priority contacts.'
- 3Set trigger to 'Recurring Weekly' and pick your day/time.
- 4Tell Notis what makes a contact high-priority: 'Revenue potential over $50k' or 'Status is key decision maker.'
- 5Choose notification channel (email or Slack).
Questions about this workflow
How is priority determined?
Tell Notis: 'Priority based on revenue potential' or 'based on relationship status and engagement.' You define the criteria.
Can I see all contacts or just new ones?
Tell Notis: 'Show all current priority contacts' or 'show only new high-priority contacts.' Your preference.
What actions can I take from the report?
The report includes quick-access links to each contact. Click to open in Salesforce and update status, log calls, or schedule follow-ups.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Salesforce. A trigger fires from one place; an action lands in another.
Hubspot triggers
Salesforce actions
Contact Created Trigger
Contact Created Trigger
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.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
Not just Hubspot and Salesforce. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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