Spot accounts worth an expansion conversation
See which accounts may merit an expansion discussion by reviewing the revenue and subscription context available to your team.
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
Expansion clues can be easy to miss when account lists and recurring-revenue analytics are reviewed separately.
- Surface possible expansion conversations for human review.
- Bring revenue context to account planning.
- Help founders focus account attention where signals appear strongest.
Setup
Build it in a few focused steps.
- 1Connect Baremetrics and Salesforce once in the Notis portal.
- 2Create an automation with Automations, New Automation.
- 3In one instruction, ask Notis to list accounts and flag possible expansion signals using available Baremetrics metrics and a rule you define.
- 4Choose a recurring schedule and a destination for run reports.
- 5Test with one real account and confirm the reasoning uses available data.
Questions about this workflow
What counts as an expansion signal?
Define the indicators that matter to your business in the instruction. Notis can only assess signals present in the returned data.
Does a signal guarantee an expansion opportunity?
No. The workflow surfaces accounts for human review; it does not establish customer intent or guarantee revenue.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Baremetrics to Salesforce. A trigger fires from one place; an action lands in another.
Baremetrics 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.
Baremetrics and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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