Compare researched target markets with Salesforce accounts
Ask Notis to research a market and retrieve the Salesforce accounts that fit your stated criteria. The report helps you see which names are already in the CRM.
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
Finding promising companies and checking whether they are already in the CRM can take repeated searches and context switching.
- Combine public company discovery with CRM account lookup.
- Spot potential coverage gaps for manual review.
- Keep the criteria for the scan explicit and repeatable.
Setup
Build it in a few focused steps.
- 1Connect Autom and Salesforce once in the Notis portal.
- 2Create an automation in Automations, then choose New Automation and give it a name.
- 3Tell Notis the target market and criteria to research, then describe the Salesforce account query for comparison.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real market and review possible matches before treating them as new prospects.
Questions about this workflow
Will it create accounts for companies not found in Salesforce?
No. This workflow retrieves account records and reports possible gaps. Review matches before creating records to avoid duplicates.
How should I define matching criteria?
Specify useful identifiers such as company name, domain, or geography, and ask Notis to flag uncertain matches for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Autom to Salesforce. A trigger fires from one place; an action lands in another.
Autom 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.
Autom and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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