Make ownership easier to check during relationship reviews
When relationship ownership is unclear, include Salesforce user details in the review so you know who to involve.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get user info
Retrieves information about the current user or a specific user in salesforce.
Why this helps
Unclear record ownership adds a round of searching before you can route a question or follow-up.
- Retrieve current Salesforce user information for a review.
- Use available record context to clarify ownership.
- Reduce searching before a handoff.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis what Affinity relationship or Salesforce records to review and which owner details to retrieve.
- 4Choose a recurring schedule trigger and where run reports should go.
- 5Test with one real review and check the user information returned.
Questions about this workflow
Does this change record ownership?
No. It retrieves user information for review and does not assign records.
Can it identify an owner if record ownership is missing?
Not from user details alone. The workflow needs an owner reference in available record context to identify a user.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Salesforce. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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