Pull a daily Salesforce opportunity list automatically
On the schedule you choose, Notis lists your open Salesforce opportunities and reports them to your channel, so you begin each day with a pipeline snapshot instead of a blank stare at the CRM.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List opportunities
Lists opportunities from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
You keep meaning to review your pipeline but opening Salesforce and building the same list every morning is exactly the kind of task that never happens.
- You get a pipeline snapshot delivered on schedule with zero manual pulling.
- Daily visibility keeps deals from quietly stalling out of sight.
- One less recurring CRM chore competing for your attention each morning.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Telegram to Notis once in the portal.
- 2Create a New Automation named 'Daily pipeline digest'.
- 3Write the prompt: 'Every weekday morning, list my open Salesforce opportunities and send me the summary.'
- 4Choose a recurring schedule as the trigger and pick the Telegram channel for the report.
- 5Run it once to confirm the opportunity list arrives as expected.
Questions about this workflow
Can I control which opportunities are listed?
Yes. Describe the filter in plain language, such as open deals closing this quarter, and Notis lists accordingly.
How often can it run?
Any recurring cadence works, from daily to weekly or business hours only, set as the schedule trigger.
Where does the digest arrive?
Wherever you choose as the report channel, including a Telegram chat, so you read it without opening Salesforce.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Telegram to Salesforce. A trigger fires from one place; an action lands in another.
Telegram triggers
Salesforce actions
New Message Received
Triggered when your bot receives a new message in a private chat, group, or supergroup. To receive every message in a group, Privacy Mode must be disabled for the bot in BotFather.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
New Channel Post
Triggered when a new post is published to a channel where your bot is an administrator.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Callback Query Received
Triggered when a user taps an inline keyboard button attached to one of your bot's messages.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Message Edited
Triggered when a message in a chat your bot can see is edited by its sender.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
New Chat Member
Triggered when a new member joins a group or supergroup the bot belongs to, including when the bot itself is added.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Not just Telegram and Salesforce. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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