Review Salesforce accounts with ChartMogul data
Make recurring account hygiene a short, predictable review.
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
Founders lose time searching through CRM records to find accounts whose subscription context needs review.
- Surface account gaps on a schedule
- Reduce manual CRM searches
- Create a repeatable review habit
Setup
Build it in a few focused steps.
- 1Connect ChartMogul and Salesforce once in the Notis portal.
- 2Create an automation asking Notis to use the latest ChartMogul customer context and list relevant Salesforce accounts for review.
- 3Choose a recurring schedule trigger.
- 4Choose a report channel and test with one real account set.
Questions about this workflow
Can this create missing accounts automatically?
This workflow lists accounts for review. Add a separate account creation automation if you want Notis to create records.
What data should the review use?
Provide the customer or subscription context available from your ChartMogul export or webhook process.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ChartMogul to Salesforce. A trigger fires from one place; an action lands in another.
ChartMogul 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.
ChartMogul and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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