Prepare for renewals before they become urgent
Use a recurring review to surface upcoming renewals and give account owners a Salesforce task to prepare.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Renewal preparation slips when dates live in billing data and follow-up lives in the CRM.
- Put renewal preparation into the account team's task list
- Review a consistent upcoming-renewal window
- Reduce last-minute renewal scrambling
Setup
Build it in a few focused steps.
- 1Connect Billsby and Salesforce once in Notis.
- 2Create an automation and instruct Notis to review renewals within your chosen window and create one Salesforce task per eligible account.
- 3Choose a recurring schedule and set the timezone and cadence.
- 4Choose where run reports should go.
- 5Test with one real upcoming renewal and check for duplicates on the next run.
Questions about this workflow
What renewal window does it review?
Specify the number of days ahead in the instruction. The connected Billsby data must expose the renewal date and customer context.
How do I avoid duplicate tasks each time it runs?
Ask Notis to check existing Salesforce tasks for the same account and renewal date before creating another. Verify this behavior in a test.
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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