Turn Akta target company research into Salesforce accounts
Keep your Salesforce account base aligned with the companies your team is actively researching.
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
Target account research often lives apart from the CRM where sales work gets coordinated.
- Bring selected target companies into Salesforce on a regular schedule.
- Avoid manually recreating basic company records.
- Give the team a shared place to continue account work.
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 target companies and create Salesforce accounts for the companies that meet your stated criteria.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real target company and check the account in Salesforce.
Questions about this workflow
Does Akta provide a schedule trigger?
No. This automation uses a Notis recurring schedule to start a review of the Akta research available to your workflow.
How does it decide which companies to add?
State your selection criteria in the instruction. If a needed signal or threshold is not available from Akta, supply it yourself.
Will it create duplicate accounts?
Ask Notis to check Salesforce for an existing account before creating one. Review the results during your test.
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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