Move priority Akta companies into Salesforce pipeline review
Give your highest priority target companies a clear path into the pipeline when your criteria say the time is right.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create opportunity
Creates a new opportunity in salesforce with the specified information.
Why this helps
Priority changes in company research can take too long to show up in pipeline review.
- Reflect changing target priorities in Salesforce pipeline work.
- Create opportunities only for companies meeting your stated criteria.
- Keep company research and sales decisions connected.
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 how to identify priority Akta companies and to create opportunities for matching Salesforce accounts that meet your criteria.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one priority company and verify the account and opportunity details.
Questions about this workflow
How are priority companies selected?
Use the priorities or criteria Akta provides, and state your rules in the instruction. Include any extra baseline that is not available from Akta.
Does this create a new account too?
This workflow creates opportunities for matching Salesforce accounts. Specify a separate handling instruction for companies without an account.
What required opportunity details should I provide?
Salesforce requires the opportunity name, stage, and close date. Your organization's configuration may impose other requirements.
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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