Review contacts with current company research
Give contact reviews more context with company information gathered from named websites.
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
Contact records can be reviewed without the company context needed to decide what deserves attention.
- Bring company context into contact review
- Make recurring relationship checks easier
- Reduce tab switching during CRM review
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis which company websites to research and to prepare a review alongside the Salesforce contact list.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real run and check that the contact query returns the intended people.
Questions about this workflow
Can this automatically match each contact to a website?
It can use the available contact details and your matching guidance. Specify how to match people or companies and review uncertain matches.
Does the workflow alter contacts?
No. It lists contacts and summarizes research for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Salesforce. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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