Choose which accounts deserve outreach attention
Start account planning with a concise view of CRM records and outreach context that is available.
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
Account prioritization can become a separate research task when company records and outreach notes are scattered.
- Review Salesforce accounts on a recurring cadence.
- Bring available company outreach context into the review.
- Help choose which accounts deserve the next human decision.
Setup
Build it in a few focused steps.
- 1Connect Botdog and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis which Salesforce accounts to list and how to summarize available Botdog company or campaign context without assuming missing data.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and tune the account review criteria.
Questions about this workflow
Does this rank accounts using Botdog analytics?
It can use only analytics and company context available to Notis. Name any missing baseline or data source in the instruction.
Does this launch an outreach campaign?
No. It lists accounts for review and does not start or edit Botdog campaigns.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Botdog to Salesforce. A trigger fires from one place; an action lands in another.
Botdog 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.
Botdog and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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