Turn scheduled data checks into Salesforce follow-ups
Set a recurring review for a defined list or subject. Notis can check available API Ninjas data and create a Salesforce task when your criteria call for action.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Periodic checks are easy to postpone, and the follow-up they uncover can be overlooked.
- Run a repeatable review without remembering to start it.
- Create tasks only when the requested criteria are met.
- Record the data context behind a follow-up.
Setup
Build it in a few focused steps.
- 1Connect API Ninjas and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the review.
- 3Describe in one instruction what Notis should check, what qualifies for follow-up, and how to create a Salesforce task from available details.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and review the task and report.
Questions about this workflow
What does Notis review on each run?
Specify the subjects or inputs Notis should use in your instruction. API Ninjas can return live data through its available APIs, but it does not provide an automatic trigger event.
How often can it run?
Choose the recurring schedule in the Notis automation setup and use a cadence that fits the data review.
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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