Prepare a first-touch brief for every new lead
Get the context and a practical opening angle before you reach out to a new lead.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Create Chat Completion
Tool to create a chat completion using DeepSeek models (deepseek-chat or deepseek-reasoner). Use when you need to generate AI responses to chat conversations. Supports streaming, tool/function calling, and various parameters to control generation behavior (temperature, max_tokens, etc.).
Why this helps
New leads can sit untouched while you switch between Salesforce and your notes to figure out what to say.
- Start outreach with a concise summary of the lead details Salesforce provides.
- Get suggested discovery questions and a proposed next step in one response.
- Reduce time spent deciding how to begin a follow-up.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and DeepSeek once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to summarize each new lead's available details and draft an outreach brief with questions and a suggested next step.
- 4Pick the Salesforce New Lead trigger, then choose where run reports should go.
- 5Test with one real new lead and review the brief.
Questions about this workflow
Does the brief include information that is not in Salesforce?
Not unless you provide it in the prompt or the lead record contains it. The response is based on the details available to the automation.
Can I have it send the outreach message?
This workflow generates a brief with DeepSeek. It does not send messages or update Salesforce.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to DeepSeek. A trigger fires from one place; an action lands in another.
Salesforce triggers
DeepSeek actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Anthropic Message
Tool to create a model response using DeepSeek's Anthropic-compatible API format with support for system prompts, tool calling, streaming, and thinking mode. Use when you need to generate chat completions using the Anthropic Messages API format. Requires base_url='https://api.deepseek.com/anthropic' or metadata base_url ending with '/anthropic'. Supports extended thinking, function calling with tools, and streaming responses. Note: Images and documents are not supported in content blocks.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Chat Completion
Tool to create a chat completion using DeepSeek models (deepseek-chat or deepseek-reasoner). Use when you need to generate AI responses to chat conversations. Supports streaming, tool/function calling, and various parameters to control generation behavior (temperature, max_tokens, etc.).
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Get User Balance
Tool to get user's current account balance including granted and topped-up balances with detailed breakdown by currency (CNY or USD). Use when you need to check if the user has sufficient balance for API calls or to view detailed balance information.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
List Models
Tool to list currently available DeepSeek models and provides basic information about each one such as the owner and availability. Use when you need to discover which models are available for API calls.
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 DeepSeek, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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