Spot pipeline records that need a billing status check
Bring possible gaps between open opportunities and subscription status to the team's attention for review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List opportunities
Lists opportunities from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Sales pipeline and subscription status can drift, leaving account owners unsure which record needs attention.
- Identify records that may need an owner review
- Make the comparison on a repeatable schedule
- Create a task instead of silently changing pipeline data
Setup
Build it in a few focused steps.
- 1Connect Billsby and Salesforce once in Notis.
- 2Create an automation and define the matching keys and the subscription statuses that should prompt a review task.
- 3Choose a recurring schedule and set the timezone and cadence.
- 4Choose where run reports should go.
- 5Test with a known matched opportunity and account, then review any flagged mismatch.
Questions about this workflow
Will the workflow update or close opportunities?
No. It creates tasks for human review and does not change opportunity data.
What matching data does it need?
Use a stable shared key such as a supplied Salesforce account ID or an explicitly defined customer identifier available in both systems.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Billsby to Salesforce. A trigger fires from one place; an action lands in another.
Billsby 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.
Billsby and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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