Review customer accounts with invoice context
See Salesforce account details alongside invoice information available from Ascora when preparing a customer review.
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
Customer conversations can be harder to prepare when invoice context is separate from account records.
- Bring available invoice details into account reviews.
- Keep account context and operational billing details together.
- Report missing links or inaccessible invoice data.
Setup
Build it in a few focused steps.
- 1Connect Ascora and Salesforce in the Notis portal once.
- 2Create an automation in Automations, New Automation, and name it for invoice account review.
- 3Tell Notis to list Salesforce accounts and summarize matching Ascora invoice details available through connected access, flagging unmatched records.
- 4Choose a recurring schedule and a report destination.
- 5Test with one real account and invoice example and verify the association.
Questions about this workflow
Does this reconcile invoices or update account balances?
No. It prepares a review from available records and does not perform accounting reconciliation or update balances.
What if an invoice cannot be matched to an account?
Have Notis list it as unmatched for review rather than infer the account.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ascora to Salesforce. A trigger fires from one place; an action lands in another.
Ascora 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.
Ascora and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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