Give every new Salesforce lead a thoughtful next step
When a lead arrives, get a short follow-up draft based on the details Salesforce actually provides. Review it in your run report before using it.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Create Message
Tool to create a new message completion. use when you need to generate assistant text given a conversation history.
Why this helps
New leads can sit untouched while you switch between Salesforce and a blank message window.
- Reduce the time from lead creation to a usable follow-up draft.
- Keep the draft grounded in the lead details available in Salesforce.
- See the result in your chosen run report channel.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Anthropic administrator once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language; give it a name and prompt.
- 3In one instruction, ask Notis to draft a concise, personalized follow-up and a clear next step using only the new lead details provided.
- 4Pick the Salesforce New Lead Trigger, then choose where run reports go.
- 5Test with one real new lead and review the draft for accuracy.
Questions about this workflow
Does this send a message to the lead?
No. The Anthropic Create Message action generates text. Review the draft in the run report and send it through your usual channel.
What if Salesforce has little information about the lead?
The prompt should ask for a useful draft based only on available details and call out missing context instead of inventing it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Anthropic administrator. A trigger fires from one place; an action lands in another.
Salesforce triggers
Anthropic administrator actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Message
Tool to create a new message completion. use when you need to generate assistant text given a conversation history.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Model
Tool to retrieve details of a specific model by its id. use after confirming the model id is valid.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
List models
Tool to list available models. use when you need to see which models are available before selection.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Prompt Caching
Tool to cache and reuse prompt content to reduce costs and latency. use after you have static prompt portions you intend to reuse across calls.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce and Anthropic administrator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Anthropic administrator.