Know which customer conversations may need attention
Use available subscription context to prepare a contact list for thoughtful customer check-ins and relationship reviews.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List contacts
Lists contacts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Founders may know revenue is changing but still have to manually determine which customer relationship to discuss first.
- Focus relationship reviews on contacts with relevant available signals.
- Prepare check-ins with better customer context.
- Reduce time spent sorting through contact lists.
Setup
Build it in a few focused steps.
- 1Connect Baremetrics and Salesforce once in the Notis portal.
- 2Create an automation through Automations, New Automation.
- 3In one instruction, ask Notis to list contacts and prioritize customer conversations using relevant available Baremetrics context and your stated criteria.
- 4Choose a recurring schedule and a run report destination.
- 5Test with one real contact and inspect any uncertain matches or missing data.
Questions about this workflow
Can it tell which contact owns a customer relationship?
Only when Salesforce or the supplied context identifies the relationship. If there are multiple possible contacts, ask Notis to flag the ambiguity for review.
Does the workflow update contact records or send outreach?
No. It prepares a prioritized contact review for a person to use.
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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