Keep key Salesforce relationships on your radar
Ask Notis to surface the contacts you want to keep in view and summarize the data Salesforce returns, on a cadence that fits your work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List contacts
Lists contacts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Important relationships are easy to neglect when there is no regular prompt to revisit contact context.
- Create a regular moment to review important contacts
- Keep available contact context easy to scan
- Reduce forgotten relationship follow-ups
Setup
Build it in a few focused steps.
- 1Connect Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Describe in one instruction how to identify the contacts for review and which returned context to include.
- 4Pick the recurring schedule trigger and choose where run reports should go.
- 5Run it once and check that the report includes the intended contacts.
Questions about this workflow
Can I name specific contacts in the prompt?
Yes, describe the contacts or criteria you want reviewed and verify the Salesforce list returns the intended records.
Does the workflow track whether I have spoken with them?
Only if that interaction history is returned by Salesforce or supplied separately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Salesforce. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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