Refresh Salesforce account coverage with Akta intelligence
Keep the companies your team cares about visible in Salesforce as Akta research changes.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create account
Creates a new account in salesforce with the specified information.
Why this helps
Account lists drift as research evolves, leaving relevant companies outside the CRM.
- Revisit account coverage as new company intelligence becomes available.
- Add relevant missing companies to Salesforce.
- Give the team a more current target account set.
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 which Akta companies remain relevant, how to check Salesforce for matches, and to create accounts for relevant missing companies.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with a company you know is present and one you expect to be missing.
Questions about this workflow
Does this update existing Salesforce accounts?
This workflow creates accounts for relevant companies that are missing. It does not update existing records.
How does Notis judge whether a company remains relevant?
Describe your criteria using Akta intelligence that is available. Supply any missing historical comparison or baseline yourself.
How often should this run?
Choose a recurring schedule that matches how often your company research changes.
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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