Prepare Salesforce account briefs from Akta company news
Give the team a short, useful account brief before a call, review, or follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Preparing for account work can mean reopening several research tabs and reconstructing the context.
- Create concise account context from relevant news.
- Keep briefings close to the Salesforce account.
- Reduce time spent rebuilding company context before a conversation.
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 create a short account brief from the incoming Akta news and attach it as a note to the matching Salesforce account.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real news item and review the brief on the account.
Questions about this workflow
What should the brief include?
Specify the useful details, such as the news summary, why it matters to your team, and a possible conversation prompt.
Does it research the company beyond Akta?
This workflow uses the incoming Akta news and information available to Notis. Add any other sources or context you want included.
Can a brief be attached without an account match?
A note needs a Salesforce record to attach to. Specify how to handle cases where the matching account is unclear or missing.
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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