Keep a Basin project name aligned with its Salesforce account
When an account name changes, update its corresponding Basin project name so your operational workspace stays recognizable.
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
Update Project
Tool to update details of an existing project. use when you need to change a project's name after confirming the project id. example: "update project 123 to 'rebrand launch'".
Why this helps
Renamed accounts can leave related project names stale and harder to identify during follow-up.
- Reflect Salesforce account name changes in a corresponding Basin project.
- Reduce manual cleanup after account renames.
- Keep project naming consistent when you provide the correct Basin project identity.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Basin once in the Notis portal.
- 2Create an automation named Account Project Name Alignment.
- 3Tell Notis: When a Salesforce account is created or updated, update the Basin project I identify for that account to use its current account name.
- 4Pick the Salesforce Account Created or Updated trigger and choose where run reports should go.
- 5Test with one real account and confirm the intended Basin project was renamed.
Questions about this workflow
How does Notis know which Basin project belongs to an account?
Provide the corresponding Basin project identity or a reliable relationship in your instruction. The listed Basin action updates an existing project after its id is known.
Does this create a Basin project if one does not exist?
No. This workflow uses Update Project for an existing project. Create Project is a separate Basin action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Basin. A trigger fires from one place; an action lands in another.
Salesforce triggers
Basin actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Form
Tool to create a new form in basin. use when you need to automate form setup with name, timezone, and project association; optionally configure redirect, notifications, or spam protection.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Form Webhook
Tool to create a new webhook for a specific form. use when you need to programmatically add a webhook once you have the form id and callback url confirmed.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Create Notification
Tool to create a new notification webhook. use when you need to forward form submissions to an external service.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Create Project
Tool to create a new basin project. use when you need a new organizational container for forms. example: "create a project named marketing leads."
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.
Delete Form
Tool to delete a form. use when permanently removing a form after it's no longer needed. ensure the form id is correct; this operation is irreversible.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Delete Integration
Tool to delete a form webhook integration. use when removing an obsolete integration by id.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Delete Project
Tool to delete a project. use when you need to remove a project after confirming its id. returns the deleted project's details.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Delete Webhook
Tool to delete a specific webhook. use when you need to remove a webhook from a form after confirming its id.
Connect any two apps with Notis in the middle.
Salesforce and Basin, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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