Review relevant Salesforce notes on a schedule
Make the context saved in Salesforce notes easier to revisit when it matters.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List notes
Lists notes from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Useful CRM context can get buried when notes are scattered across records and reviewed inconsistently.
- Make saved context easier to resurface
- Reduce manual CRM searching
- Review notes against criteria you control
Setup
Build it in a few focused steps.
- 1Connect Salesforce once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3Describe which notes to retrieve and how to summarize them in one instruction.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Review one run to ensure the notes returned are relevant and appropriate.
Questions about this workflow
Can this find every note for a particular record?
State the criteria in your instruction. The results depend on what the Salesforce notes query can return.
Does this create or edit notes?
No. This workflow lists notes for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ApptiveGrid to Salesforce. A trigger fires from one place; an action lands in another.
ApptiveGrid 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.
ApptiveGrid and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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