Bring Salesforce notes into a regular review
Make it easier to revisit the notes your team has recorded by scheduling a focused Salesforce query.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List notes
Lists notes from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Useful context in Salesforce notes is easy to miss when someone has to remember to search for it.
- Run a recurring query for Salesforce notes.
- Surface returned note context in a chosen report channel.
- Reduce the effort of remembering to search for past notes.
Setup
Build it in a few focused steps.
- 1Connect Salesforce once in the Notis portal.
- 2Create and name a scheduled notes review.
- 3Tell Notis which notes to list and what context to summarize from returned fields.
- 4Choose the recurring schedule and report channel, then test with one real example.
Questions about this workflow
Can this search notes using a phrase?
Describe the criteria in the SOQL query prompt. The list action supports filtering through a query.
Can it summarize notes that were not returned?
No. Notis can only review notes returned by the Salesforce query.
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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