Follow up with every new Salesforce lead by voice
Give new leads a prompt, consistent first touch. Notis can start a Bolna agent call as soon as Salesforce creates a lead.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Make a phone call from agent
Initiate calls
Why this helps
New leads can sit untouched while you switch between Salesforce and your calling tools.
- Reduce the delay between lead creation and first outreach.
- Keep lead follow-up moving without manually launching each call.
- Use the Bolna agent you name in your instruction.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Bolna once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, tell Notis which Bolna agent to use and how to handle each new lead for a call.
- 4Pick Salesforce New Lead Trigger and choose where run reports should go.
- 5Test with one real lead and confirm the call starts as intended.
Questions about this workflow
Does this create a Bolna voice agent?
No. The workflow starts a call from an agent you identify in your instruction.
What starts the call?
The Salesforce New Lead Trigger starts the automation when a new Lead is created.
Can I control how the agent handles the call?
Yes. Describe the intended call outcome and instructions in plain language when you create the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Bolna. A trigger fires from one place; an action lands in another.
Salesforce triggers
Bolna actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete agent by id
Delete an agent
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete batch by id
Delete a batch
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Fetch all batches by agent id
List all batches for agent
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Get all agents
List all agents
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 all phone numbers
List all phone numbers for your account
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Get execution by id
Retrieve specific execution by `execution id`
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Make a phone call from agent
Initiate calls
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Retrieve agent by id
Retrieve an agent
Connect any two apps with Notis in the middle.
Salesforce and Bolna, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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