Run scheduled Salesforce account health reviews
Start account review with a focused list instead of searching Salesforce from scratch.
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
Account risks are easy to miss when health checks are inconsistent or postponed.
- Make health checks repeatable
- Surface accounts needing attention
- Reduce preparation work
Setup
Build it in a few focused steps.
- 1Connect CheckFlow and Salesforce in Notis.
- 2Create a recurring account health automation.
- 3Tell Notis to list Salesforce accounts and organize the results according to your CheckFlow health review questions.
- 4Choose the schedule and report channel.
- 5Test one run with your current accounts.
Questions about this workflow
Can this replace the CheckFlow checklist?
It prepares Salesforce data for the checklist process; your team can still use CheckFlow for the review itself.
Can the report highlight missing information?
Yes. Ask Notis to call out records that lack the details your review requires.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link CheckFlow to Salesforce. A trigger fires from one place; an action lands in another.
CheckFlow 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.
CheckFlow and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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