Keep a weekly transaction summary with the Salesforce account
Give account owners a concise record of relevant transaction activity without asking them to reconstruct it from separate monitoring tools.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Account context can omit transaction activity when updates stay in a separate monitoring view.
- Keep a concise activity summary with the account.
- Help account owners review transaction context in Salesforce.
- Make missing account matches visible instead of guessing.
Setup
Build it in a few focused steps.
- 1Connect Blocknative and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to summarize available transaction activity for the identified account and create a Salesforce note, using only supplied or reliably matched account identifiers.
- 4Pick a weekly recurring schedule and choose where run reports should go.
- 5Test with one real account and transaction example.
Questions about this workflow
How is the Salesforce account identified?
Provide a stable identifier or matching rule based on information available in both systems. Notis should flag uncertain matches.
Will the note include every transaction?
The note can summarize the activity returned for the review period. The workflow should state the period and disclose when the source data is incomplete.
Can I change the schedule?
Yes. Pick a recurring schedule that suits your account review routine.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Blocknative to Salesforce. A trigger fires from one place; an action lands in another.
Blocknative 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.
Blocknative and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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