Get a regular, focused Salesforce account review
Set a recurring check for the accounts you care about and have Notis summarize the results for your chosen report channel.
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
Important account reviews can slip when they depend on remembering to open Salesforce and run the same query.
- Run a Salesforce account query on a recurring schedule.
- Receive a focused summary in a chosen report channel.
- Keep a regular review from depending on memory.
Setup
Build it in a few focused steps.
- 1Connect Salesforce once in the Notis portal.
- 2Create a scheduled Notis automation and name the account review.
- 3Tell Notis which Salesforce accounts to list and what useful summary to report from the returned fields.
- 4Choose the recurring schedule and report channel, then test with one real example.
Questions about this workflow
Does this make changes to accounts?
No. The selected action lists accounts using a SOQL query, so the workflow reviews and reports results.
Can Notis report account health?
It can summarize returned data, but any health definition, history, or baseline not present in Salesforce must be supplied in the prompt or is unavailable.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Braze to Salesforce. A trigger fires from one place; an action lands in another.
Braze 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.
Braze and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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