Turn recurring company discovery into Salesforce accounts
Keep company research moving with a scheduled review that adds only the accounts your criteria identify as ready.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create account
Creates a new account in salesforce with the specified information.
Why this helps
Companies found during research can stay in a spreadsheet or search result instead of the shared CRM.
- Make company discovery repeatable.
- Apply your account criteria consistently.
- Review created accounts and unresolved matches after a run.
Setup
Build it in a few focused steps.
- 1Connect BlitzAPI and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Describe the recurring company search and the criteria required before creating a Salesforce account.
- 4Choose a recurring schedule and a channel for run reports.
- 5Test with one real company and review the account result.
Questions about this workflow
Will this search for duplicate accounts?
Ask Notis to check for likely Salesforce matches before creating an account and report uncertain cases for review.
Can the workflow use fields BlitzAPI does not return?
No. Supply any additional account criteria yourself or omit criteria that depend on unavailable data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Blitz API to Salesforce. A trigger fires from one place; an action lands in another.
Blitz API 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.
Blitz API and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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