Review customer accounts for service impact
A recurring scan can help your team spot accounts that may be affected by known rail service issues and decide where to follow up.
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
Service impacts can touch customer relationships before anyone connects the alert with the account record.
- Bring customer records into service impact reviews
- Prioritize accounts for human follow-up
- Reduce manual searching across systems
Setup
Build it in a few focused steps.
- 1Connect Bart and Salesforce once in the Notis portal.
- 2Create an automation in the portal, or tell Notis in plain language from any channel.
- 3Describe the outcome: review Salesforce accounts with available Bart service information and summarize accounts that may need a human impact check.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one known service issue and an account with relevant location or travel context.
Questions about this workflow
Can the workflow identify affected accounts without location context?
No. The account data or supplied information needs to relate the customer to an affected route, station, or trip.
Will this scan every account?
The Salesforce list accounts action can retrieve accounts using a SOQL query. The review should be scoped to relevant records and available context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bart to Salesforce. A trigger fires from one place; an action lands in another.
Bart 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.
Bart and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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