Bring accounts needing attention into a regular review
Describe the Salesforce accounts you want to keep an eye on and have Notis return a scheduled report with their available context.
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
Accounts can lose momentum between check-ins when there is no lightweight way to bring them back into view.
- Create a regular checkpoint for chosen accounts
- Make follow-up context easier to scan
- Reduce manual account searches
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 what account criteria should guide the review and what details to summarize.
- 4Pick the recurring schedule trigger and choose where run reports should go.
- 5Run it once and confirm Salesforce returns the account details needed for your review.
Questions about this workflow
Can it identify accounts that have been ignored for a certain period?
Only if the Salesforce query can return a suitable date or activity signal. If the needed history is not returned, provide it as a baseline or choose another criterion.
Does this workflow update or contact accounts?
No. It lists account records and prepares a report for your review.
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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