Spot customer follow-ups across accounts and jobs
Use a recurring review to connect account context with available job details and see where a follow-up may be needed.
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
The next customer action can get lost when job information and account context live in separate tools.
- Review customer accounts with available job context.
- Summarize follow-ups for a founder or team member.
- Keep any recommendation tied to details present in the 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 job follow-through.
- 3Tell Notis to review Salesforce accounts alongside relevant Ascora job details available through connected access and report possible follow-ups with supporting context.
- 4Choose a recurring schedule and report destination.
- 5Test with one real account and job example and review the suggested follow-ups.
Questions about this workflow
Does this assign follow-ups to staff?
No. It reports possible follow-ups. Staff assignment details must be present in the available data if you want them included in the report.
Can it know a job needs follow-up without criteria?
Not reliably. Supply the conditions that indicate follow-up is needed, or have Notis summarize job status without making that judgment.
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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