Set a posting cadence when an account changes
Let meaningful account updates start the schedule setup for customer or partner communications.
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
Create Auto Schedule
Tool to create a new auto-post schedule with specified times and optional weekday filters. use when setting up recurring posting plans.
Why this helps
Account milestones can be missed in social planning when updates are handled in the CRM and schedules are managed elsewhere.
- Start schedule planning from account creations or updates.
- Use your instruction to distinguish meaningful account changes from routine ones.
- Keep recurring communication timing in Ayrshare.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Ayrshare once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for account communications.
- 3Tell Notis what account changes should create an Ayrshare schedule and specify the intended recurring times and weekdays.
- 4Pick the Salesforce Account Created or Updated trigger and choose where run reports go.
- 5Test with one real account update.
Questions about this workflow
Does this post account information to social channels?
No. The selected action creates an auto-post schedule. It does not draft or publish content.
Can Notis determine which account changes are meaningful?
Describe the account criteria in your instruction. The trigger uses LastModifiedDate to detect account creations and updates, and Notis can only use returned account data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Ayrshare. A trigger fires from one place; an action lands in another.
Salesforce triggers
Ayrshare actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Auto Schedule
Tool to create a new auto-post schedule with specified times and optional weekday filters. use when setting up recurring posting plans.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete a previously published Ayrshare post
Tool to delete an ayrshare post. use when you need to remove a published or scheduled post by its ayrshare post id, after confirming the correct id. note: instagram and tiktok published posts cannot be deleted via api; set `mark manual deleted=true` or remove manually.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Get Post History
Tool to retrieve ayrshare post history with metrics. use when you need to fetch and filter past posts by date, status, or record count.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Set Auto Schedule
Tool to set up an auto-post schedule with specified times and optional weekday filters. use when scheduling posts around a recurring pattern.
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 Ayrshare, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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