Review the people behind changing Salesforce accounts
When account details change, a quick look at a relevant person's public profile can add useful context. Notis can retrieve that information and send a concise run report.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Action
Get Details From LinkedIn URL
Tool to retrieve detailed information about a prospect using their linkedin profile url. use after confirming you have a valid public linkedin url, to enrich lead profiles with additional details.
Why this helps
Account changes can prompt research, but finding the right person and switching tools takes attention away from follow-through.
- Use an account creation or update as a research cue.
- Focus the lookup on a relevant contact when the data supports it.
- Receive a short report in your selected channel.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and AeroLeads once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel; name it and describe how to identify and report a relevant contact in one instruction.
- 3Pick the Salesforce Account Created or Updated trigger and choose where run reports go.
- 4Test with one real account linked to a contact with a valid public LinkedIn URL.
Questions about this workflow
Can this look up an account itself?
The available action retrieves details using a LinkedIn profile URL. Tell Notis to identify a relevant contact from the Salesforce data; an account without a suitable contact URL cannot be enriched by this action.
Does it run for both new and changed accounts?
Yes. The Salesforce event covers accounts that are created or updated.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Aeroleads. A trigger fires from one place; an action lands in another.
Salesforce triggers
Aeroleads actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Details From LinkedIn URL
Tool to retrieve detailed information about a prospect using their linkedin profile url. use after confirming you have a valid public linkedin url, to enrich lead profiles with additional details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce and Aeroleads, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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