Make customer follow-up easier to prepare
Bring contact details and available subscription context together so customer conversations start with less searching.
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
Before a customer conversation, the latest relationship context and recurring-revenue signals may be scattered across separate tools.
- Prepare customer follow-up with relevant available context.
- Spot contacts whose related customer signals merit human attention.
- Spend less time gathering information before conversations.
Setup
Build it in a few focused steps.
- 1Connect Baremetrics and Salesforce once in the Notis portal.
- 2Create a named automation from Automations, New Automation.
- 3Give Notis one instruction to list Salesforce contacts and prepare a concise review using relevant Baremetrics context when records can be matched.
- 4Set a recurring schedule and choose a run report destination.
- 5Test with one real contact and verify the context is matched to the right customer.
Questions about this workflow
Can it determine which contact belongs to a Baremetrics customer?
Only when the available records contain a reliable shared identifier or you provide matching context. Notis should call out uncertain matches.
Does it contact the customer?
No. The workflow prepares a review from Salesforce contacts and available revenue context. It does not send messages.
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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