Review Salesforce accounts alongside Apify findings
Set aside a recurring pass for account research so potential gaps and changes surface in a report you can act on.
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
Company records drift from the research that originally informed them, and manual account reviews are easy to postpone.
- Set a repeatable account review cadence.
- Surface accounts that may need a human update.
- Keep research context together with the review outcome.
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 account review.
- 3Tell Notis which Salesforce accounts and supplied Apify findings to compare, and what to report.
- 4Pick a recurring schedule and choose a run report destination.
- 5Test with one real account and confirm the report is actionable.
Questions about this workflow
Will this overwrite account details automatically?
The instruction controls the requested outcome. Start by asking Notis to report possible discrepancies for review if you do not want automatic account creation or changes.
Where do the company findings come from?
Provide the findings through the Apify connection or the context available to the automation. The cron trigger itself only starts the scheduled run.
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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