Get a scheduled report of accounts matching captured pages
Collect the Salesforce account matches for your captured company research in a report you can scan when it suits you.
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
Repeatedly looking up accounts one by one makes web research harder to finish in a focused block.
- Group account lookups into a predictable review.
- Reduce repeated CRM searches during web research.
- Keep matches and unresolved cases visible in one report.
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 match report.
- 3Tell Notis which supplied company pages to check, how to search Salesforce accounts, and how to report uncertain matches.
- 4Choose a notis_cron schedule and report channel.
- 5Test with one page that has a known Salesforce account match.
Questions about this workflow
Does the schedule collect new CaptureKit pages?
Only if you provide a source of pages or results for the scheduled run. The schedule itself does not provide CaptureKit content.
What does the report include?
Specify the company details and Salesforce account results you want reported, including how to flag uncertain matches.
Does the workflow create accounts?
No. It lists account records for a match report and does not create or change 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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