Find directory businesses that need Salesforce account coverage
Get a recurring view of account coverage so potential relationship gaps are easier to spot and address.
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 coverage gaps are hard to catch when directory business information and CRM records are reviewed separately.
- Surface account records for a recurring review
- Make coverage gaps easier to investigate
- Reduce ad hoc account list checking
Setup
Build it in a few focused steps.
- 1Connect Brilliant Directories and Salesforce once in the Notis portal.
- 2Create a Notis automation and describe the coverage review outcome.
- 3Choose a recurring Notis cron schedule for the review.
- 4Choose where the run report should go and test with one real review.
Questions about this workflow
Will this create missing accounts?
No. This workflow lists Salesforce accounts for review. Account creation would require a separate instruction and the create account action.
Can the review compare the entire directory with Salesforce?
Only if the scheduled run can access the relevant directory data through its prompt context or supplied data. Provide missing directory snapshots or criteria explicitly.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Brilliant directories to Salesforce. A trigger fires from one place; an action lands in another.
Brilliant directories 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.
Brilliant directories and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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