Screen lead locations for solar potential
Start new lead conversations with a location-specific view of solar production potential using a Corrently forecast requested by Notis.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
PV Generation Forecast
Tool to get solar energy production forecasts (hourly output and loss estimates) for a specific location. use when you need hourly pv generation data to optimize energy scheduling.
Why this helps
A lead can arrive with a promising site, but early qualification stalls while someone looks up basic solar production potential.
- Run an early renewable energy screen when a lead is created
- Receive hourly output and loss estimates for the location
- Keep the forecast request alongside lead follow-up
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Corrently once in the Notis portal.
- 2Create an automation in Automations, then New Automation, and name it for lead site screening.
- 3Tell Notis in one instruction to request a Corrently PV generation forecast for the new lead's specific location and summarize the hourly output and losses.
- 4Pick the Salesforce New Lead trigger and choose where run reports go.
- 5Test with one real lead that has a specific site location.
Questions about this workflow
What if the lead has no site location?
Corrently needs a specific location for this forecast. Provide one in the lead context or in the automation instruction before expecting a usable result.
Does this workflow create or update a Salesforce lead?
No. Its listed action requests a Corrently PV generation forecast; the workflow is meant to inform lead follow-up.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Corrently. A trigger fires from one place; an action lands in another.
Salesforce triggers
Corrently actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
CO₂ Meter Update
Tool to create or update a co₂ meter reading for emissions tracking. use when sending new or updated electricity consumption readings to corrently.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
PV Generation Forecast
Tool to get solar energy production forecasts (hourly output and loss estimates) for a specific location. use when you need hourly pv generation data to optimize energy scheduling.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
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 Corrently, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Corrently.