Keep Account Notes Current With Team Results
Give your team a concise sports update in the account record before the next customer 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
Account context can go stale when nobody has time to review recent match results and write them up.
- Review recent results in one brief.
- Keep useful context on the account record.
- Prepare for customer conversations with less manual research.
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 team's recent performance to summarize and which existing Salesforce account should receive the note.
- 4Pick a recurring schedule trigger and choose where run reports go.
- 5Test with one real team and verify the summary on the account.
Questions about this workflow
Can it attach the note to an account based on team name?
Specify the Salesforce account to use. Do not rely on a team name to identify an account unless you have provided an explicit matching rule.
What goes into the brief?
Ask for the recent results and performance details you care about. Notis can summarize the information returned by Api sports.
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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