Keep company research current when Salesforce accounts change
When an account changes, let Agenty revisit its website and summarize the public details your next conversation may need.
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
Start Agent Job
Tool to start a new agent job. use when you need to trigger execution of an existing agent.
Why this helps
Company research gets stale while account records change, leaving founders to reopen browser tabs before every follow-up.
- Refresh public company context after account changes.
- Reduce manual research before customer conversations.
- Keep account follow-up grounded in current website details.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Agenty once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to start your Agenty company research agent with the changed account details and summarize current public website information.
- 4Pick Account Created or Updated as the trigger and choose where run reports go.
- 5Test with one real account change.
Questions about this workflow
What information should the research agent use?
Include the account details and website URL you want Notis to pass along. Salesforce account changes only provide the record data available in the event.
Does this update Salesforce automatically?
This workflow starts an Agenty job. It does not update Salesforce unless you create a separate workflow for that purpose.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Agenty. A trigger fires from one place; an action lands in another.
Salesforce triggers
Agenty actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Agent
Tool to create a new agent. use when you need to add an agent with configuration and optional auto-start.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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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.
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Connect any two apps with Notis in the middle.
Salesforce and Agenty, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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