See which Salesforce accounts need renewal attention
Bring upcoming renewal conversations into view before the calendar gets crowded.
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
Renewal details can be spread across account records, making it easy to start outreach too late.
- Create a recurring checkpoint for upcoming renewals.
- Filter accounts using renewal information actually stored in Salesforce.
- Make the review easier to scan and act on.
Setup
Build it in a few focused steps.
- 1Connect Salesforce in Notis once.
- 2Create an automation and enter its name, prompt, report channel, and trigger.
- 3Ask Notis to list accounts with a renewal date in the window you specify and summarize the records for review.
- 4Select the notis_cron trigger and configure the recurring schedule.
- 5Choose a report channel and test with a real run, confirming the relevant renewal field is available.
Questions about this workflow
What if renewal dates are not stored on accounts?
The workflow needs that information in fields returned by Salesforce or supplied to Notis. It cannot infer dates that are absent.
Does it contact customers?
No. It prepares an account review report.
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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