Keep selected Akta companies represented in Salesforce
Refresh your target account coverage with a recurring review of companies surfaced through Akta.
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
New target companies can stay outside Salesforce while the team assumes someone already added them.
- Find relevant companies that are not yet represented as Salesforce accounts.
- Reduce duplicate manual research and entry.
- Keep target account coverage easier to review.
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 to review the Akta company list, check for matching Salesforce accounts, and create accounts for selected companies that are missing.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with a short real list and review the created accounts.
Questions about this workflow
Can this prevent duplicates?
Ask Notis to check for matching Salesforce accounts before creating records. Test the matching instruction with known existing accounts.
Does this copy every company from Akta?
No. Describe which companies from the list should qualify, based on signals or criteria available to the workflow.
Can I choose how often it runs?
Yes. Select a recurring schedule when setting up the Notis automation.
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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