Review Salesforce accounts with scheduled Cloro research
Start each review cycle with fresh market intelligence and a focused Salesforce account list.
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 becomes stale when nobody has time to repeat it consistently.
- Keep account reviews consistent
- Surface relevant accounts on schedule
- Reduce repetitive searching
Setup
Build it in a few focused steps.
- 1Connect Cloro and Salesforce in Notis once.
- 2Create an automation and describe the account review outcome.
- 3Tell Notis to use current Cloro research and list matching Salesforce accounts.
- 4Choose notis_cron and set the recurring schedule.
- 5Choose a report channel, then test with one real review run.
Questions about this workflow
Does this update accounts automatically?
This workflow lists relevant accounts with the Salesforce List accounts action; add a separate action when an update is needed.
What cadence works well?
Choose a cadence that matches how quickly your market or target accounts change.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cloro to Salesforce. A trigger fires from one place; an action lands in another.
Cloro 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.
Cloro and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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