Turn Akta expansion signals into Salesforce account check-ins
Make company growth a prompt for a thoughtful, timely account conversation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Expansion signals may be useful for outreach, but without a task they can fade into the background.
- Give expansion signals a clear follow-up step.
- Connect the task to a known Salesforce account where possible.
- Help account owners notice relevant company changes.
Setup
Build it in a few focused steps.
- 1Connect Akta and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis what Akta expansion signals should prompt a Salesforce account check-in task and what context the task should include.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real expansion signal and review the task.
Questions about this workflow
Can this create tasks for new companies too?
The workflow is framed for account check-ins. If the company has no Salesforce account, specify the behavior you want and ensure the incoming information supports it.
What should the task say?
Use your instruction to name the signal, explain why it matters, and suggest the next action for the account owner.
Does the webhook send a message to Salesforce?
The webhook starts a Notis automation. Notis then uses the Salesforce Create task action based on your prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Akta to Salesforce. A trigger fires from one place; an action lands in another.
Akta 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.
Akta and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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