Review account context before proposal work piles up
Have Notis periodically review Salesforce accounts relevant to your proposal work and send a focused report to your chosen channel.
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
Account context gets scattered across CRM and proposal work, making it harder to prepare for the next client conversation.
- Bring relevant account context into a scheduled review.
- Use Salesforce account data to prepare for proposal conversations.
- Reduce ad hoc searching across client records.
Setup
Build it in a few focused steps.
- 1Connect Better Proposals and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis which accounts to review and what proposal-related context to summarize from Salesforce.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real account review.
Questions about this workflow
Does this schedule fetch proposals from Better Proposals?
The listed Salesforce action retrieves Salesforce accounts. Better Proposals has no trigger event here, so proposal details must be supplied or available through the connected source context.
How should Notis know which accounts to review?
Describe the Salesforce account criteria in your instruction. The action supports listing accounts with a query, and your criteria should use data available in Salesforce.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Better proposals to Salesforce. A trigger fires from one place; an action lands in another.
Better proposals 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.
Better proposals and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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