Turn recent Salesforce notes into a focused follow-up list
Find next steps captured in notes without rereading every record by hand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List notes
Lists notes from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Important actions can be buried in notes after a busy day of customer conversations.
- Review note content for explicit next steps.
- Reduce rereading across many CRM records.
- Keep the report grounded in saved Salesforce notes.
Setup
Build it in a few focused steps.
- 1Connect Salesforce once in the Notis portal.
- 2Create an automation with a name, prompt, report channel, and trigger.
- 3Ask Notis to list notes in the time range you specify and summarize entries that contain an explicit next step or unanswered question.
- 4Select the notis_cron trigger and set a recurring schedule.
- 5Choose a report channel and test with one real run that includes notes with known follow-up items.
Questions about this workflow
Can it infer tasks that were never written down?
No. It can only review available note content and criteria you describe.
Does it create follow-up tasks?
This workflow summarizes notes. Salesforce task creation is a separate action.
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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