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Notis

Keep Player Performance Context With the Account

Have the latest player snapshot ready in the record before your next conversation.

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

Player statistics may be relevant to a customer conversation, but pulling them together takes time each week.

  • Collect a focused stats snapshot.
  • Keep research attached to the right account.
  • Prepare for conversations with less tab switching.

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 which player, stats, time period, and Salesforce account to use for the note.
  • 4Pick a recurring schedule trigger and choose where run reports go.
  • 5Test with one real player and check the account note for accuracy.

Questions about this workflow

Can this compare the player with a historical baseline?

Only if Api sports returns that history or you supply the baseline. Specify the time period and comparison you want.

Can I include multiple players?

Yes. List the players and accounts clearly in the instruction so each note goes to the intended record.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add contact to campaign

Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

ActionInstant

Add lead to campaign

Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Associate contact to account

Associates a contact with an account by updating the contact's accountid field.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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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