Start renewal preparation before it becomes urgent
Give account owners a clear task to review renewal context while there is still time to act.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Renewal work can start late when customer context and opportunity timing are not reviewed consistently.
- Create a visible renewal preparation step.
- Include relevant available account or opportunity context.
- Help reduce last minute renewal coordination.
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 task outcome.
- 3Specify which available renewal dates or criteria qualify and ask Notis to create a Salesforce review task.
- 4Choose a recurring schedule and a report destination.
- 5Test using an account with a known renewal date and verify timing and task context.
Questions about this workflow
Can it determine a renewal date from CDN usage?
No renewal date should be inferred from usage alone. Provide a Salesforce date or an explicit renewal signal in available context.
What if the account has no opportunity?
Describe whether the account should be skipped or reported for review when no relevant opportunity is available.
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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