Find directory companies already in your lead list
Let Agenty scan selected directories on a schedule, then check Salesforce for matching leads before you spend time on outreach.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List leads
Lists leads from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Prospect research is easy to repeat when directory discoveries and existing leads live in separate places.
- See whether discovered companies already have lead records.
- Spend less time researching the same prospect twice.
- Get a recurring review without remembering to start it.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis which public directories to review and to check discovered companies against Salesforce leads.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real directory page and review the matching lead results.
Questions about this workflow
Does this create leads automatically?
No. This workflow lists Salesforce leads for comparison. It does not create or change records.
Can it determine whether a company is a match?
Notis can compare details available from the directory and Salesforce results. Give it the matching criteria you want it to use.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Salesforce. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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