Add funded tree context to new lead intake
Keep the organization's tree total close at hand when a new lead arrives in Salesforce.
Trigger
New Lead Trigger
Triggers when a new lead is created.
Action
Get User Trees
View the number of trees a user has funded.
Why this helps
New lead triage often pulls attention in several directions, making useful company context easy to overlook.
- Surfaces the Ecologi user's funded tree total when a lead is created
- Keeps the lookup in the Notis run report
- Reduces manual impact checks during lead intake
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Ecologi once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for new lead tree context.
- 3Tell Notis to retrieve the configured Ecologi user's funded tree total when a lead is created and summarize the result in the run report.
- 4Pick New Lead Trigger as the trigger and choose where run reports go.
- 5Test with one real new lead and confirm the report shows which Ecologi user's tree total was retrieved.
Questions about this workflow
Does the lead need to contain Ecologi account details?
No, if every run should check the same Ecologi user. Name that user or business in the instruction; Salesforce lead creation does not provide an Ecologi identity.
Can this plant trees for a new lead?
No. The available Ecologi action retrieves the total number of trees already funded; it does not plant or purchase anything.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Ecologi. A trigger fires from one place; an action lands in another.
Salesforce triggers
Ecologi actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get User Carbon Offset
View a user's total avoided carbon emissions.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get User Carbon Removal
View a user's total carbon removed from the atmosphere.
Account Created or Updated
Triggers when an account is created or updated.
Get User Habitat Restoration
View the habitat area restored by a user.
Contact Updated
Triggers when an existing contact is modified and includes changed fields.
Get User Impact
View a user's combined environmental impact, including trees and carbon.
Record Updated (Generic SObject)
Triggers when monitored fields change on a specified record type.
Get User Trees
View the number of trees a user has funded.
New Contact Trigger
Triggers when a new contact is created.
New Lead Trigger
Triggers when a new lead is created.
New or Updated Opportunity
Triggers when an opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce and Ecologi, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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