Ground opportunity planning in relevant market locations
Use the market already discussed in an opportunity to get a quick list of matching search locations.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Google Locations
Tool to retrieve google-supported locations. use when searching for locations by name. returns locations ordered by reach (most populous first).
Why this helps
Territory research adds another manual research task to an already busy opportunity review.
- Start location research from an opportunity update.
- Get matching Google-supported locations ordered by reach.
- Keep the original opportunity context attached to the report.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Autom once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, ask Notis to use the opportunity's market or location details to search Google-supported locations and report matching results ordered by reach.
- 4Choose the New or Updated Opportunity trigger, then choose where run reports should go.
- 5Test with one real opportunity and refine the instruction if needed.
Questions about this workflow
What starts this workflow?
It starts when a Salesforce Opportunity is created or updated.
What does Google Locations return?
It retrieves Google-supported locations by name and returns matching locations ordered by reach.
Does the opportunity have to include a location?
The prompt needs a market or place name to search. If that context is missing, ask Notis to report that it could not run a useful location search.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Autom. A trigger fires from one place; an action lands in another.
Salesforce triggers
Autom actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Google Countries
Tool to list google-supported countries. use when you need to filter or suggest countries based on a search string.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Google Images
Tool to fetch images from google search results. use when you need urls, titles, domains, and metadata for images matching a query.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Google Languages
Tool to retrieve google-supported languages. use when you need a list of language codes for localization.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Google Locations
Tool to retrieve google-supported locations. use when searching for locations by name. returns locations ordered by reach (most populous first).
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 Autom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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