Refresh public account signals during opportunity reviews
Use opportunity changes to prompt a fresh check of the account's public website before planning the next move.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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
Deal reviews rely on scattered notes, while public company changes may go unnoticed until after a follow-up is due.
- Bring current public signals into deal review.
- Prompt timely research when an opportunity changes.
- Prepare next steps with less manual context gathering.
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 account research agent with the opportunity details and summarize relevant current public signals from the account website.
- 4Pick New or Updated Opportunity as the trigger and choose where run reports go.
- 5Test with one real opportunity update.
Questions about this workflow
Does an opportunity always include an account website?
Not necessarily. Ask the agent to use available opportunity details and note if it cannot identify a website.
Does this decide the next sales step?
It gathers public research for review. Your prompt can request a summary, but it does not update the opportunity or make a Salesforce decision.
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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Triggers when a Salesforce Opportunity is created or updated.
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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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