Find accounts that need Authyo onboarding attention
Keep customer setup work visible with a regular account review. Notis can query Salesforce accounts against the criteria you provide and report what needs a closer look.
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
Account setup requirements can be hard to track consistently across many customers and active work.
- Create a consistent view of accounts matching your setup criteria.
- Reduce manual account-by-account searches.
- Send review results to a channel your team checks.
Setup
Build it in a few focused steps.
- 1Connect Salesforce once in the Notis portal.
- 2Create an automation and describe which accounts need Authyo onboarding attention.
- 3Pick a recurring Notis schedule trigger.
- 4Choose where run reports should go.
- 5Test with one real Salesforce account and confirm the results.
Questions about this workflow
Can it identify whether Authyo is enabled for an account?
Only if that status exists in Salesforce data or you supply it. The workflow cannot inspect Authyo configuration on its own.
Which account fields can it use?
It can use Salesforce account information returned by the list action. Define the criteria based on data your Salesforce organization has.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Authyo to Salesforce. A trigger fires from one place; an action lands in another.
Authyo 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.
Authyo and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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