Choose accounts to focus on in your next planning block
Bring the accounts that match your review criteria into one concise report before planning.
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
A long account list can make it hard to decide where to spend limited founder time.
- Review accounts against your chosen criteria
- Keep planning focused on relevant relationships
- Avoid manually rebuilding the same CRM search
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 give it a name.
- 3Tell Notis what account criteria to use and which available fields to include in a short review list.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and confirm the shortlist is actionable.
Questions about this workflow
Can Notis decide which accounts matter most?
It can summarize and rank based on criteria and data you provide or Salesforce returns. It cannot supply an absent baseline or account history.
Does this update account records?
No. This workflow lists Salesforce accounts for your review.
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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