Find Salesforce accounts that need a data cleanup
Make account cleanup manageable by reviewing only records missing details that matter 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
Incomplete account records make handoffs and customer planning harder than they need to be.
- Spot accounts missing fields your team relies on.
- Turn open-ended cleanup into a repeatable review.
- Keep the criteria under your control.
Setup
Build it in a few focused steps.
- 1Connect Salesforce once in Notis.
- 2Create an automation and provide a name, prompt, report channel, and trigger.
- 3Ask Notis to list accounts and report records missing the specific details your team needs, based on returned fields.
- 4Select the notis_cron trigger and configure a recurring schedule.
- 5Choose a report channel and test with one real run.
Questions about this workflow
Will it fill missing account information?
No. This workflow identifies records for review. Information not present in the source data must be supplied by your team.
Can I choose which fields matter?
Yes. Name the fields in your prompt, and make sure those fields are returned in the Salesforce account data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Basin to Salesforce. A trigger fires from one place; an action lands in another.
Basin 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.
Basin and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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