Start your opportunity review with the priorities in Todoist
Bring your current priorities into a recurring Salesforce review, so important opportunities are easier to spot before the week gets away from you.
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
Open opportunities can drift when there is no regular moment to compare CRM records with current priorities.
- Surface opportunities that may need a next step
- Reduce manual scanning of the pipeline
- Keep the review grounded in priorities you supply
Setup
Build it in a few focused steps.
- 1Connect Todoist and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to review Salesforce opportunities against the priorities and task context you provide from Todoist, then summarize records that appear to need attention.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real example and confirm the summary uses only the supplied priorities and available opportunity details.
Questions about this workflow
Can the workflow read Todoist priorities automatically?
This trigger is a schedule, not a Todoist event. Provide the relevant Todoist priorities or task context in the automation instruction or the process that supplies its input.
Can it determine whether an opportunity is overdue?
Notis can reason from available opportunity fields such as close date and stage. Any definition of priority or follow-up history that is not present in Salesforce must be supplied by you.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Salesforce. A trigger fires from one place; an action lands in another.
Todoist triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
New Task Created
Trigger when a new task is added to Todoist.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
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.
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.
Todoist and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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