Keep Salesforce accounts aligned with Bonsai client work
Review Salesforce account records with relevant client information from Bonsai to catch potential gaps before they disrupt follow-up.
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
Company records can drift across project and CRM tools, making it harder to tell which account needs an update.
- Review account records on a recurring schedule.
- Bring together available Bonsai client context and Salesforce account information.
- Identify possible discrepancies for a person to verify before making CRM changes.
Setup
Build it in a few focused steps.
- 1Connect Bonsai and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for your account review.
- 3In one instruction, ask Notis to list Salesforce accounts and compare them with Bonsai client details available to the automation or supplied by you, reporting possible discrepancies for review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and check that the report distinguishes confirmed details from possible matches.
Questions about this workflow
Does this automation change account records?
No. It lists accounts and reports possible discrepancies for review; it does not update them.
Can it match every Bonsai client automatically?
Only if the relevant client information is available to the automation or supplied by you. Review possible matches before acting on them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bonsai to Salesforce. A trigger fires from one place; an action lands in another.
Bonsai 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.
Bonsai and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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