Keep important contact reviews on your schedule
Gather a focused set of Salesforce contacts at a regular time, so a useful review does not depend on remembering to start one.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List contacts
Lists contacts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Contact lists can become unwieldy, and recurring reviews often slip when they require a manual search.
- Make contact reviews easier to repeat
- Focus on the contacts matching your instruction
- Receive the results through a chosen report channel
Setup
Build it in a few focused steps.
- 1Connect Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the contact review.
- 3Tell Notis which contacts to list and which details to include in the review.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one run and check that the criteria return useful contacts.
Questions about this workflow
Can this find contacts by account?
Describe the account-related criteria in your instruction and ensure the Salesforce data needed to apply them is available.
Will it contact people for me?
No. This action lists Salesforce contacts; it does not send messages or update records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Apilio to Salesforce. A trigger fires from one place; an action lands in another.
Apilio 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.
Apilio and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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