Prepare account reviews with live project context
Bring customer account context together with current Breeze project progress so account reviews begin with the facts that matter.
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 reviews require manual searching across systems to understand what is happening in active projects.
- Prepare account reviews with project progress at hand.
- See deadlines and open work beside the customer record.
- Identify missing or ambiguous project links for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Breeze and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, ask Notis to list relevant Salesforce accounts and summarize matching Breeze project progress, open tasks, and deadlines.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one account that has active Breeze work.
Questions about this workflow
Does this update account records?
No. It lists accounts and sends a summarized review report.
Can it match projects by account name?
Use a shared identifier when possible. If only names are available, have Notis label uncertain matches for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Breeze to Salesforce. A trigger fires from one place; an action lands in another.
Breeze 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.
Breeze and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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