Keep company research close to Salesforce accounts
Schedule a pass over selected company websites and retrieve the corresponding Salesforce accounts for a focused review.
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
Company information goes stale when website research and account records are reviewed only when someone remembers.
- Create a regular account research checkpoint.
- Review Salesforce context alongside current website information.
- Reduce the need to restart research from scratch.
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 company sites to review and which account criteria to use when finding Salesforce records.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real company site and review the retrieved account.
Questions about this workflow
Does this workflow update Salesforce accounts?
No. It retrieves account records for review; the listed Salesforce action does not update them.
Can it tell what changed on a company site?
Agenty can monitor web changes. Specify what parts of each site matter, and review the report alongside the Salesforce account.
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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