Keep priority account technology profiles current
Set a review cadence for a domain list you maintain. Notis can check the sites with BuiltWith and add relevant findings to the Salesforce accounts you identify.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Account research goes stale when nobody owns a repeatable review, and updates rarely make it back into the CRM.
- Review a supplied set of accounts on a predictable cadence.
- Keep updated technology findings alongside account records.
- Focus the saved notes on changes or signals your team cares about.
Setup
Build it in a few focused steps.
- 1Connect BuiltWith and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create one from any channel.
- 3In one instruction, provide or identify the domain list, matching Salesforce account references, and which findings to save.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real domain and account before enabling the ongoing review.
Questions about this workflow
Where does the domain list come from?
The schedule itself does not provide domains. Supply a list or tell Notis where to find one in the connected context.
Can it find the correct Salesforce account from a domain?
The workflow needs enough information to identify the intended account. Specify how to match it and how to handle uncertain matches.
How often will it run?
Choose a recurring schedule when you set up the automation. The cadence depends on the schedule you select.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Builtwith to Salesforce. A trigger fires from one place; an action lands in another.
Builtwith 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.
Builtwith and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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