Keep lead follow-up and team onboarding questions in view
A new lead can prompt a lightweight check of your team directory, with any next steps collected in one report.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Create Users
Tool to create multiple users in connecteam. use when you need to add several staff or admin accounts at once.
Why this helps
Founders can lose track of internal follow-up when a new sales record raises onboarding or access questions in another app.
- Make a new lead the cue for a timely user directory review.
- Summarize questions that need a human decision.
- Reduce the need to remember a separate manual check.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Connecteam once in the Notis portal.
- 2Create an automation in Automations > New Automation, name it, and describe how to review the new lead with available Connecteam user records and report any relevant follow-up questions.
- 3Pick the Salesforce New Lead Trigger and choose where run reports should go.
- 4Test with one real new lead and review the report.
Questions about this workflow
Will this create a Connecteam user for the lead?
No. The workflow reviews user data and reports findings. Creating staff or admin accounts is not appropriate for a sales lead and should remain a deliberate human decision.
Does this workflow send a message to the team?
No. Its listed Connecteam action creates users, while the workflow report goes to the report channel you choose.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Connecteam. A trigger fires from one place; an action lands in another.
Salesforce triggers
Connecteam actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Archive Users
Tool to archive one or more users by their unique ids. use when you need to deactivate users without deleting their records.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Users
Tool to create multiple users in connecteam. use when you need to add several staff or admin accounts at once.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Generate Upload URL
Tool to generate a pre-signed url for uploading a file. use when you need a secure, time-limited url prior to file upload.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Get Chat
Tool to retrieve chat conversations. use when you need to list all team chats/channels after confirming your communications hub is on expert plan.
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 Custom Field Categories
Tool to retrieve all custom field categories. use when you need to list or filter custom field categories in your connecteam account.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Get Custom Fields
Tool to retrieve all custom fields associated with the account. use when you need to filter, sort, or page through custom fields after authentication.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Get Forms
Tool to retrieve all form definitions from connecteam. use when you need to list all existing forms after enabling the forms api.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Get Jobs
Tool to retrieve a list of job objects relevant to a specific instance id. use after confirming scheduler or time clock instance id when you need to filter and page through jobs.
Connect any two apps with Notis in the middle.
Salesforce and Connecteam, 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 Connecteam.