Spot account research worth adding to Salesforce
Bring a focused account list and Clearout research together, then review potential enrichment before anyone changes a Salesforce record.
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 research can be useful but hard to act on when it is detached from the Salesforce list the team already uses.
- Summarize supplied or available prospect research beside a scoped account list.
- Give a human a review point before data changes.
- Avoid assuming Clearout returns fields that were not requested or provided.
Setup
Build it in a few focused steps.
- 1Connect Clearout and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for account research review.
- 3Tell Notis to list accounts in a defined scope, use Clearout to find or enrich prospect details where supported, and report suggested additions without modifying Salesforce.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and confirm the account scope and evidence in the report.
Questions about this workflow
Does this automatically enrich account records?
No. This workflow reports research for review and does not update Salesforce accounts.
What if Clearout has no matching data?
The report should say that no matching or usable details were available, rather than infer missing account fields.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clearout to Salesforce. A trigger fires from one place; an action lands in another.
Clearout 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.
Clearout and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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