Keep customer account reviews on your billing routine
Bring a focused list of Salesforce accounts into a recurring review habit. Notis can retrieve accounts on a schedule while you handle billing in Altoviz.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List accounts
Lists accounts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Customer reviews can slip when account checks happen in a separate system from regular billing work.
- Put account review on a predictable schedule.
- Retrieve accounts using Salesforce list capabilities.
- Keep recurring CRM review near billing routines.
Setup
Build it in a few focused steps.
- 1Connect Altoviz and Salesforce once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis which Salesforce accounts to retrieve for your recurring customer review.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real example and refine the request if needed.
Questions about this workflow
Does this workflow read Altoviz billing records?
No Altoviz trigger or read event is listed for this package. The scheduled trigger starts the workflow, and the action lists Salesforce accounts.
Can I request a focused account list?
Yes. Describe the accounts you want Notis to retrieve. Any filter criteria or baseline not available in Salesforce must be supplied in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Altoviz to Salesforce. A trigger fires from one place; an action lands in another.
Altoviz 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.
Altoviz and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Salesforce.