Track newsworthy Akta companies as Salesforce accounts
Give your team a shared place to follow companies whose recent news makes them worth watching.
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
Companies that become relevant through the news may not yet be in the CRM.
- Capture selected newsworthy companies in a shared system.
- Check for existing Salesforce accounts before adding new ones.
- Make follow-up around company developments easier to coordinate.
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 news merits tracking and to create a Salesforce account when no matching account exists.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real company and verify account selection and matching.
Questions about this workflow
Can this track all company news?
Define the kinds of news your team cares about. Notis can only assess news and criteria available in the Akta data.
How does it handle companies already in Salesforce?
Instruct Notis to check for a matching account before creating one and review that behavior during testing.
Is the Salesforce account creation action supported?
Yes. This workflow uses the listed Create account action. Some fields or requirements can vary by Salesforce organization.
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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