Keep your account plan with the Salesforce account
Make the plan you shape in Marvin easy to find where the customer relationship is managed.
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
Account plans lose value when they are separated from the CRM record teammates use to coordinate customer work.
- Keep account strategy near the account record
- Make plans easier for teammates to discover
- Reduce repeated context gathering
Setup
Build it in a few focused steps.
- 1Connect Amazing Marvin and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for account plan capture.
- 3Tell Notis to create a concise Salesforce note from the Marvin account plan and attach it to the clearly identified account.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real account plan and verify the account association.
Questions about this workflow
Can this update structured account fields?
This workflow creates a note. It does not update account fields.
What should happen if the account is unclear?
Ask Notis to report the ambiguity so you can resolve it before a note is attached.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Amazing Marvin to Salesforce. A trigger fires from one place; an action lands in another.
Amazing Marvin 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.
Amazing Marvin and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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