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Notis

Make room to review each new lead

A new lead can wait long enough for you to look at it and choose your next move.

Trigger

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

Action

Sleep

Sleep

Why this helps

New leads compete with other work, and deciding what to do next can slip when the record arrives mid-task.

  • Adds a small buffer after a lead is created.
  • Helps keep lead review from getting lost among other tasks.

Setup

Build it in a few focused steps.

  • 1Connect Salesforce and Bench once in the Notis portal.
  • 2Create an automation and describe that it should pause after a new lead arrives.
  • 3Pick the New Lead Trigger.
  • 4Choose where run reports should go, then test with one real new lead.

Questions about this workflow

Does the automation create a follow-up task?

No. The only listed Bench action is Sleep, so this workflow adds a pause and does not create a task.

Which lead records start it?

A newly created Salesforce Lead starts the automation.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Salesforce to Bench. A trigger fires from one place; an action lands in another.

Salesforce triggers

Bench actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Sleep

Sleep

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Account Created or Updated

Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

TriggerPolling

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

TriggerPolling

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.

TriggerPolling

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

Connect any two apps with Notis in the middle.

Salesforce and Bench, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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