See where your account research has gaps
Make it easier to focus research time on accounts that still need the context your team relies on.
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
Teams may spend time revisiting well-understood accounts while important records still lack basic research.
- Focus research effort on accounts with missing context
- Review accounts on a repeatable schedule
- Make coverage gaps easier to spot
Setup
Build it in a few focused steps.
- 1Connect Airtop and Salesforce to Notis once in the portal.
- 2Create an automation from Automations, then New Automation.
- 3In one instruction, define the accounts and research details that count as adequate coverage, then report gaps.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one account whose research coverage you know.
Questions about this workflow
Does Salesforce provide a research coverage score?
No coverage score is implied. Define the details you expect and use the available Salesforce and Airtop information to check for gaps.
Will it fill in missing research automatically?
This workflow reports gaps. Use Airtop browser automation separately to gather information if more research is needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Salesforce. A trigger fires from one place; an action lands in another.
Airtop 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.
Airtop and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Salesforce.