Weekly pipeline visibility, automated
Your team needs to see the latest leads every week, but pulling reports is administrative overhead. Notis runs a recurring query every Friday and sends your lead list to Slack or email—instant visibility, zero manual work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List leads
Lists leads from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Weekly pipeline reviews require someone to manually run reports or export lists from Salesforce. It's tedious, often forgotten, and delays visibility.
- Instant visibility: leads are reported every week without manual work
- Consistent reviews: no skipped weeks or forgotten reports
- Team alignment: everyone sees the same lead list at the same time
- Reduce admin: no more logging in to run reports
Setup
Build it in a few focused steps.
- 1Connect Salesforce to Notis.
- 2Tell Notis: "Every Friday at 9am, fetch all leads created in the last 7 days or with status 'Open', and send me a list in Slack (or email)." Set the trigger to notis_cron with a weekly schedule.
- 3Specify which lead fields to include (name, company, stage, owner).
- 4Choose your notification channel (Slack channel or email list).
- 5Verify by checking that the lead list arrives the first Friday after setup.
Questions about this workflow
Can I filter the lead list—only show my team's leads?
Yes. Tell Notis: "Only show leads assigned to the Enterprise team" or "only leads with status Qualified." Your filter.
What format should the list be—Slack message, email, PDF?
Notis sends it however you want—formatted in Slack, attached as a file, or both. You control the format.
Can I schedule multiple lead reports at different times?
Absolutely. You might have a Friday morning report for the leadership team and a Wednesday morning report for BDRs. Multiple automations, multiple schedules.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Jira to Salesforce. A trigger fires from one place; an action lands in another.
Jira triggers
Salesforce actions
New Issue
Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.
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.
New Project
Triggered when a new project is added in Jira
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Updated Issue
Fires when an existing issue is changed in the Jira project you configure — for example its status, assignee, or any other field on the issue is updated. Only issues in that project produce an event. It does not fire on comment activity: adding, editing, or deleting a comment on an issue will not produce an event from this trigger.
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 Jira and Salesforce. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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