Find Salesforce accounts that need a data review
Make account cleanup easier to plan by surfacing records that match your defined completeness checks.
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
Incomplete account records can linger because cleanup competes with more urgent customer work.
- Surface accounts matching explicit completeness criteria
- Make cleanup work easier to prioritize
- Keep review criteria repeatable
Setup
Build it in a few focused steps.
- 1Connect Basecamp and Salesforce once in the Notis portal.
- 2Create an automation in Automations, then choose a name, prompt, report channel, and trigger.
- 3Tell Notis to query Salesforce accounts matching the specific missing or incomplete fields you name and provide a review summary of the returned records.
- 4Pick the notis_cron trigger and choose where run reports should go.
- 5Test with one real run and compare the returned queue to known account records.
Questions about this workflow
Can this inspect any custom account field?
Only if the field is available in Salesforce and included in the query. Specify the field and verify the query result during testing.
Does this correct incomplete records?
No. This workflow retrieves a review queue; a person can decide what updates are appropriate.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Basecamp to Salesforce. A trigger fires from one place; an action lands in another.
Basecamp 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.
Basecamp and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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