Prepare key account check-in briefs
Walk into customer conversations with the account context already organized.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get account
Retrieves a specific account by id from salesforce, returning all available fields.
Why this helps
Founder-led account check-ins require last minute searching across disconnected sources.
- Reduce meeting preparation
- Surface relevant changes
- Improve customer conversations
Setup
Build it in a few focused steps.
- 1Connect BrainGraph and Salesforce in Notis once.
- 2Create an automation named Key account check-in brief.
- 3Tell Notis to get each supplied Salesforce account and prepare a brief using relevant BrainGraph research and known open questions.
- 4Choose a recurring Notis schedule and a report channel.
- 5Run one scheduled test for a key account.
Questions about this workflow
Can I choose the accounts?
Yes, provide the account ids or selection rule.
What if BrainGraph has no recent context?
Ask Notis to state that clearly and list what to research next.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link BrainGraph to Salesforce. A trigger fires from one place; an action lands in another.
BrainGraph 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.
BrainGraph and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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