Find gaps between CDN customers and Salesforce accounts
See where customer delivery context and account records do not line up, so the right records can be created or corrected.
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
Customer information split across systems makes it hard to know whether account owners have a complete view.
- Identify potential gaps between customer and account records.
- Make matching uncertainty visible for review.
- Support cleaner account coverage over time.
Setup
Build it in a few focused steps.
- 1Connect Bunnycdn and Salesforce once in Notis.
- 2Create an automation in the portal or by describing the audit.
- 3Ask Notis to compare the available customer references with Salesforce accounts and report likely missing or ambiguous matches.
- 4Choose a recurring schedule and a report destination.
- 5Test with a small known set and review the matching logic before using broader results.
Questions about this workflow
Will this create missing accounts automatically?
This workflow uses list accounts to audit and report. Review potential matches before creating new account records.
What does it need to match accounts?
Consistent customer identifiers or names must be available. Name-only matches may be ambiguous and should be reported for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bunnycdn to Salesforce. A trigger fires from one place; an action lands in another.
Bunnycdn 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.
Bunnycdn and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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