Bring CRM history into scheduled account reviews
Gather relevant notes for the records under review so report preparation includes prior context.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List notes
Lists notes from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Account reviews miss important history when useful notes are hard to locate across records.
- Bring prior CRM notes into review preparation.
- Reduce time spent searching record history.
- Make report context easier to assemble.
Setup
Build it in a few focused steps.
- 1Connect Carbone and Salesforce once in the Notis portal.
- 2Create an automation in the portal or tell Notis to create one.
- 3Describe which notes and related records should be included.
- 4Choose a recurring schedule and run report destination.
- 5Test with a small query and verify the note results.
Questions about this workflow
Can it retrieve notes for selected accounts?
Specify the note filters and related record criteria available to the list notes action.
Does it write new notes?
No. This action lists existing notes for review context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Carbone to Salesforce. A trigger fires from one place; an action lands in another.
Carbone 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.
Carbone and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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