Match captured company research to Salesforce accounts
Bring existing account context into a scheduled review of company webpages, so relevant research is easier to act on.
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
Researching a company without checking the CRM can create duplicate effort and missed account context.
- Check relevant CRM context alongside captured company information.
- Surface existing account records for review.
- Reduce duplicate research and scattered context.
Setup
Build it in a few focused steps.
- 1Connect CaptureKit and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the account review.
- 3Tell Notis which supplied CaptureKit company details to search for in Salesforce accounts and what relevant results to report.
- 4Choose a notis_cron schedule and report channel.
- 5Test with one real company capture and verify the returned account matches.
Questions about this workflow
Does Salesforce provide account matching automatically?
The Salesforce action lists accounts using a SOQL query. Your prompt should explain what company details to search with and how Notis should assess the returned results.
Where do the company pages come from?
Provide the pages or CaptureKit results the scheduled automation should review. Do not assume an unconfigured source of new pages.
Does this workflow change account records?
No. It lists accounts for comparison and reporting; it does not update them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link CaptureKit to Salesforce. A trigger fires from one place; an action lands in another.
CaptureKit 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.
CaptureKit and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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