Compare researched companies with Salesforce accounts
See whether the companies you are researching already have a home in Salesforce before more time goes into duplicate work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List accounts
Lists accounts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Teams can spend time researching companies already in the CRM or miss adding ones they care about.
- Spot potential overlap before adding more account records.
- Find researched companies that may not be represented in Salesforce.
- Route uncertain matches to a human review.
Setup
Build it in a few focused steps.
- 1Connect Apify and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the overlap review.
- 3Tell Notis how to compare supplied company findings with Salesforce accounts and report likely matches, gaps, and uncertain cases.
- 4Pick a recurring schedule and choose where reports should go.
- 5Test with one real company result and validate the match report.
Questions about this workflow
Does this automatically deduplicate accounts?
No. It uses the account list to report potential overlap. Review matches before changing or removing Salesforce records.
How are companies matched?
Instruct Notis which supplied identifiers or company details to compare. Similar names alone may be ambiguous, so ask for uncertain cases to be reported.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Apify to Salesforce. A trigger fires from one place; an action lands in another.
Apify 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.
Apify and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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