Keep recurring research beside Salesforce records
Have Notis check specified topics on a schedule and attach a concise note to a Salesforce record when useful new context is available.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Research updates are hard to act on when they are separated from the accounts and opportunities they affect.
- Keep useful research beside the Salesforce record it concerns.
- Add concise context without manually copying research.
- Use a scheduled review for changing external information.
Setup
Build it in a few focused steps.
- 1Connect API Ninjas and Salesforce once in the Notis portal.
- 2Create an automation from Automations, New Automation, and name it.
- 3Describe in one instruction what Notis should research, how it should summarize new relevant information, and which Salesforce record should receive a note.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real subject and record, then review the note.
Questions about this workflow
How does Notis know which record to attach the note to?
Identify the record in the information available to the automation and your instruction. A valid Salesforce record identifier may be needed.
Will it compare with prior research?
Only if the prior baseline or history is available to the automation. Supply the comparison information or define another way to determine what is new.
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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