Prepare Customer Outreach Before Game Day
Give yourself a reminder before a customer or prospect's team takes the field.
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
A useful conversation opener can arrive on game day, after the chance to prepare has passed.
- Prepare outreach before kickoff.
- Put the reminder in the CRM you already use.
- Include the fixture details in the task.
Setup
Build it in a few focused steps.
- 1Connect Api sports and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to check for the named team's upcoming fixtures and create a Salesforce task for the contact or account you specify before each match.
- 4Pick a recurring schedule trigger and choose where run reports go.
- 5Test with one real upcoming fixture and review the task timing.
Questions about this workflow
Can I choose how far ahead the reminder appears?
State the lead time you want in your instruction. The reminder depends on the fixture details available from Api sports.
Will it identify which Salesforce customer supports a team?
Only if you provide the relevant contact or account, or an explicit matching rule and the necessary information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Api sports to Salesforce. A trigger fires from one place; an action lands in another.
Api sports 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 sports and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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