Pull Your Account List Quarterly for Strategic Planning
Every January, April, July, and October, Notis pulls your Salesforce account list with revenue, owner, and health metrics. Your leadership team uses this for quarterly planning without manual exports.
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
Quarterly business reviews require account lists pulled manually from Salesforce. By the time reports are ready, data is outdated and preparation takes days.
- Enable data-driven quarterly planning
- Reduce reporting prep time
- Keep strategic data current
- Improve forecast accuracy
Setup
Build it in a few focused steps.
- 1Connect Salesforce to Notis.
- 2Create an automation: 'Every quarter (January, April, July, October) at 8 AM, pull my Salesforce account list with revenue and health metrics.'
- 3Select 'Recurring (Cron)' as the trigger and set quarterly dates and time.
- 4Specify columns to include (account name, industry, revenue, owner, health score).
- 5Test by running manually and verifying the account list is complete and formatted for your leadership team.
Questions about this workflow
Can I include custom fields in the report?
Yes. Specify any custom fields (CSM name, segment, churn risk) and Notis will include them.
How should the data be formatted?
CSV for Excel, Slack message for team review, or web link for portal access—you choose based on how your team works.
Can I sort or filter accounts before the report?
Yes. Tell Notis to sort by revenue or filter by segment, and it will pre-organize the data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtable to Salesforce. A trigger fires from one place; an action lands in another.
Airtable triggers
Salesforce actions
Base Metadata Changed
Triggers when an existing Airtable base changes its name or permission level.
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.
Base Schema Changed
Triggers when tables, fields, or views change in an Airtable base.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
User Profile Changed
Triggers when the connected Airtable user's profile information changes.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
View Created
Triggers when a new view is created in an Airtable base.
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.
View Deleted
Triggers when a previously known Airtable view is deleted.
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.
View Metadata Changed
Triggers when an Airtable view changes its name or type.
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.
Not just Airtable and Salesforce. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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