Find the people who could move an Opportunity forward
When an Opportunity changes, reduce the extra research needed to identify relevant roles at the company. Tell Notis who to search for and review the resulting run report.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Create Lead Finder Search
Tool to create a new Lead Finder search to discover leads based on company and people criteria. Use when you need to find prospects matching specific job titles, departments, seniority, company size, industry, or technology stack.
Why this helps
Opportunity records track deals, but identifying the right people to engage can require separate, easily delayed research.
- Use Opportunity activity as a cue for targeted prospect discovery.
- Describe relevant job titles, departments, and seniority in plain language.
- Keep the search request and run report close to the sales workflow.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Bettercontact once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel what outcome you want.
- 3Ask Notis in one instruction to create a Lead Finder search for the Opportunity company and list the roles to find.
- 4Pick the New or Updated Opportunity trigger, then choose where run reports should go.
- 5Test with one real Opportunity and review the report.
Questions about this workflow
When will the search start?
It starts when a Salesforce Opportunity is created or updated.
Can I define the roles to search for?
Yes. Include job titles, departments, seniority, or other supported Lead Finder criteria in your instruction.
Will it automatically retrieve search results?
The selected action creates a search. Retrieving results requires a separate Get Lead Finder Results action with the search request ID.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Bettercontact. A trigger fires from one place; an action lands in another.
Salesforce triggers
Bettercontact actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Check Credits Balance
Tool to check the remaining credits balance for a BetterContact account. Use when you need to verify available credits before making API requests that consume credits.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Lead Finder Search
Tool to create a new Lead Finder search to discover leads based on company and people criteria. Use when you need to find prospects matching specific job titles, departments, seniority, company size, industry, or technology stack.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Enrich Leads
Tool to create a lead enrichment request for work emails and direct phone numbers. Uses waterfall enrichment across multiple data providers for higher accuracy. Supports batches of 1-100 leads.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Get Enrichment Results
Tool to retrieve enrichment results for a specific request ID. Use when you need to check the status and get enriched lead data including email addresses, contact information, and summary statistics for a submitted enrichment request.
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.
Get Lead Finder Results
Tool to retrieve results from a submitted Lead Finder search. Returns comprehensive lead and company data including contact information, LinkedIn profiles, job titles, company details, and enrichment data.
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 Bettercontact, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Bettercontact.