Connect monitored web changes to existing Salesforce notes
When selected pages change, look up Salesforce notes that may contain related research so your team can revisit the context.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List notes
Lists notes from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
A changed company page can matter to past research, but finding the related CRM notes takes manual searching.
- Surface existing notes when monitored pages change.
- Reconnect new information with prior research.
- Reduce manual searching through Salesforce notes.
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.
- 3Specify pages to monitor and ask Notis to list Salesforce notes related to the changed page or subject.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real page and review any related notes found.
Questions about this workflow
Can it know when a page changed?
Agenty can monitor web changes. Configure your instruction around the page and change information available to the workflow.
Does it create or edit notes?
No. This workflow lists related Salesforce notes for review.
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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