Make account research a repeatable Salesforce review
Choose an account set and review criteria. Notis can gather Salesforce account records, consult relevant API Ninjas data, and send a concise report on schedule.
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
Account reviews require repeated context gathering, making it harder to spot changes and prepare for next steps.
- Bring account records and external research into a single review.
- Prepare for account decisions with less manual tab switching.
- Receive a focused report on a predictable schedule.
Setup
Build it in a few focused steps.
- 1Connect API Ninjas and Salesforce once in the Notis portal.
- 2Create a named automation in Automations, New Automation.
- 3Describe in one instruction which Salesforce accounts to review, what API Ninjas information is relevant, and what the report should highlight.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real account review and confirm the report is useful.
Questions about this workflow
Will the report detect changes over time?
Only if prior data or a baseline is available to compare. Supply that history or ask Notis to report the current available information without claiming a change.
Does it modify account records?
No. This workflow lists accounts and produces a report. The Salesforce action used here does not update account fields.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Api ninjas to Salesforce. A trigger fires from one place; an action lands in another.
Api ninjas 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.
Api ninjas and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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