See whether your team is ready to support a changing opportunity
Get a focused account coverage check when an opportunity moves, without pausing to search another system.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Get Users
Tool to retrieve a list of all users associated with your account. use when you need to fetch and filter user data.
Why this helps
Opportunity reviews lose momentum when checking team availability means switching apps and manually comparing records.
- Review current Connecteam user data alongside an opportunity update.
- Surface possible coverage questions for a human to confirm.
- Keep the review and run report in one chosen channel.
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 opportunity details against available Connecteam user data and report possible coverage gaps.
- 3Pick the Salesforce New or Updated Opportunity trigger and choose where run reports should go.
- 4Test with one real opportunity update and review the report.
Questions about this workflow
Does this workflow assign staff to the opportunity?
No. The available Connecteam action retrieves users. The workflow can report potential coverage considerations, but does not assign users.
Can it tell whether a user is available for a shift?
Not from the listed action alone. It retrieves user data, so availability must be supplied by another supported source or confirmed by a person.
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
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