Never Let Opportunities Stall Without Notice
Pipeline health depends on spotting stalled deals fast. Every week, Notis sends a list of your stalled opportunities so you can re-engage and move them forward.
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
Opportunities stall silently, and manual pipeline reviews get skipped because they're tedious, so deals get forgotten until it's too late.
- Catch stalled deals before they go cold
- Reduce time spent on manual pipeline reviews
- Enable faster re-engagement with stuck opportunities
- Get visibility into which deals need attention
- Prevent deals from dying from neglect
Setup
Build it in a few focused steps.
- 1Connect Salesforce to Notis.
- 2Create automation: 'Every week, send me a list of opportunities that haven't moved in more than 7 days.'
- 3Set trigger type to 'Recurring' with 'Weekly' frequency.
- 4Choose day and time (e.g., Monday 9am) and notification channel.
- 5Review the first list and adjust the criteria if needed.
Questions about this workflow
How do you define stalled?
Tell Notis your definition: 'No status change in 7 days' or 'Last activity more than 2 weeks ago.' You set the threshold.
Can I exclude certain opportunity types?
Absolutely. Tell Notis: 'Skip closed deals' or 'Skip anything in the prospecting stage.' It filters intelligently.
What format should the report be?
Tell Notis: 'Send a Slack message with opportunity names and days stalled' or 'Email a detailed spreadsheet.' Your choice.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Salesforce. A trigger fires from one place; an action lands in another.
Hubspot triggers
Salesforce actions
Contact Created Trigger
Contact Created Trigger
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.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
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.
Not just Hubspot and Salesforce. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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