Give new keyword opportunities a monthly follow-up
Create a focused Salesforce review queue from recurring keyword research.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
New keyword opportunities can blend into old research without a regular decision point.
- Give new search opportunities a recurring review point.
- Create tasks only for findings worth discussing.
Setup
Build it in a few focused steps.
- 1Connect Ahrefs and Salesforce to Notis once in the portal.
- 2Create an automation in Notis from any channel or in Automations, New Automation.
- 3Tell Notis to review Ahrefs keyword opportunities monthly and create Salesforce tasks for new findings worth action; pick a recurring schedule.
- 4Choose a report channel, then test with one real keyword opportunity.
Questions about this workflow
How does it know what is new?
A comparison requires an available prior snapshot or baseline. Supply one if you want Notis to distinguish new opportunities from existing ones.
Can I set the schedule to monthly?
Yes. Choose a monthly recurring schedule when creating the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ahrefs to Salesforce. A trigger fires from one place; an action lands in another.
Ahrefs 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.
Ahrefs and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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