Review account coverage on a schedule
Choose the account details you want to review, then let Notis collect matching Salesforce records into a single report.
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 reviews often mean revisiting the same CRM screens and piecing together details by hand.
- Bring matching account details into one report
- Make recurring account review more consistent
- Highlight absent data without guessing
Setup
Build it in a few focused steps.
- 1Connect Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the account review.
- 3Tell Notis to list accounts matching your stated criteria and summarize returned fields relevant to coverage.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one run and check that the returned accounts fit your criteria.
Questions about this workflow
Can it compare account coverage with a target?
Yes, if you state the target or provide it as data. Notis should not assume a coverage goal that is not supplied.
Can it update the accounts it reviews?
This workflow lists and summarizes accounts. It does not modify them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Salesforce. A trigger fires from one place; an action lands in another.
2chat 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.
2chat and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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