Keep account reviews moving on a schedule
Set the account criteria that matter and have Notis gather matching Salesforce accounts for a regular review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List accounts
Lists accounts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Account checks often slip when each review requires rebuilding the same Salesforce search.
- Reuse a consistent account review prompt
- Reduce time spent repeating searches
- Receive a report through your chosen channel
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Describe which accounts to list and what information the review report should highlight.
- 4Choose a recurring schedule trigger and choose where run reports should go.
- 5Test with one real run and verify the returned accounts.
Questions about this workflow
Can the review focus on a particular account segment?
Yes. Describe the segment in your prompt using Salesforce fields supported by account listing.
Does it update account details?
No. The workflow retrieves accounts for review and reports the results.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Salesforce. A trigger fires from one place; an action lands in another.
0CodeKit 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.
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.
0CodeKit and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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