List neglected Salesforce leads automatically
On the cadence you set, Notis lists the Salesforce leads that have gone quiet and reports them to your channel, so cooling leads get a nudge before they disappear entirely.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List leads
Lists leads from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Leads go stale while you are buried in building, and by the time you notice, they have already moved on to a competitor.
- Neglected leads get surfaced before they slip away for good.
- You get a proactive nudge instead of relying on memory to check.
- Follow-up becomes a scheduled prompt rather than a dropped ball.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Telegram to Notis once from the portal.
- 2Open Automations and create a New Automation named 'Stale lead report'.
- 3Describe it plainly: 'Every Monday, list Salesforce leads with no recent activity and send them to me.'
- 4Set a recurring schedule as the trigger and pick the Telegram channel for the report.
- 5Run it once and confirm the list of stale leads arrives.
Questions about this workflow
How does it decide a lead is stale?
You define stale in plain language, for example no activity in fourteen days, and Notis lists leads that match.
Can I get this weekly instead of daily?
Yes. Any recurring cadence works, set as the schedule trigger when you create the automation.
Does it change the leads?
No. This automation lists them so you can act; it does not modify the leads itself.
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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