Your SalesforceSalesforce always
one message away

Create leads, update opportunities, and log activities in Salesforce from your messaging apps, by voice or text.

Mailchimp
Telegram
Slack
WhatsApp
Gmail
Discord
Mailchimp

Mailchimp

Salesforce

Salesforce

What it does

Six ways to run Salesforce from a message.

Drive it by message when you need it, or put it on autopilot.

01 · The remoteDrive Salesforce by messageYour least-resistance path to capture, update and query.

Capture voice memos as leads

Turn voice memos and emails into Salesforce leads, contacts, accounts, or notes, instant capture, zero copy-paste.

Update records by message

Change any record by message, complete tasks, reassign leads, add contacts to campaigns. 'Reassign to Sarah'.

Ask Salesforce in English

Ask plain-English questions about accounts, opportunities, leads. Notis queries Salesforce and replies. 'Show hot leads'.

02 · The autopilotPut Salesforce on autopilotRecurring workflows that run without you.

Weekly pipeline digests

Receive scheduled summaries of your accounts, opportunities, leads, and pipeline in your DMs daily or weekly.

Scheduled automation, no triggers needed

Automate lead creation, assignment, and opportunity cloning on a schedule, Notis runs actions without Salesforce workflows.

Bridge Salesforce to your stack

Connect Salesforce to email, Slack, Stripe, Google Sheets, sync customer data without manual work or middleware.

Channels

Salesforce, from anywhere you
message.

Pick the channel you already live in. Notis turns it into a fully native Salesforce remote.

Telegram
Salesforce

Telegram

Voice-first Notion bot. Record, tag, file.

WhatsApp
Salesforce

WhatsApp

WhatsApp business or personal, both work.

Slack
Salesforce

Slack

Slash-command your way through any workspace.

💬
Salesforce

iMessage

Native bubbles. iPhone, iPad and Mac.

Gmail
Salesforce

Gmail

Forward emails. Get them filed in Notion.

🖥
Salesforce

Notis Desktop

Run from Notis desktop with hotkeys & history.

Trigger / Action

Supported triggers and
actions

Notis builds workflows that link Salesforce to anything else. A trigger fires from one place; an action lands in another.

Account Created or Updated

Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

TriggerPolling

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

TriggerPolling

Record Updated (Generic SObject)

Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.

TriggerPolling

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

Task Created or Completed

Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.

TriggerPolling
Build your own

Connect any two apps
with AI in the middle.

Choose the app that starts the workflow and the app that should react. Notis sits in between, reading each event, deciding what matters, and writing the result exactly where it belongs.

When this happens · Trigger

Do this · Action

Start saving time today.

Connect in 60 seconds. No DIY, no maintenance, no setup tax.