See the account changes that deserve your attention
Get a quick account overview and a short list of questions to guide your next review.
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 Chat Completion
Tool to create a chat completion using DeepSeek models (deepseek-chat or deepseek-reasoner). Use when you need to generate AI responses to chat conversations. Supports streaming, tool/function calling, and various parameters to control generation behavior (temperature, max_tokens, etc.).
Why this helps
Account changes compete with everything else on your plate, and scanning each record takes time.
- Summarize account details available at creation or update.
- Identify useful questions for a human review.
- Make account changes easier to scan between other work.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and DeepSeek once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for account change briefs.
- 3Tell Notis to summarize the account details provided and list noteworthy points and questions without assuming missing history.
- 4Pick the Salesforce Account Created or Updated trigger and choose where reports should go.
- 5Test with one real account creation or update.
Questions about this workflow
How does Salesforce detect account updates?
The event uses LastModifiedDate as a high-watermark to capture account creations and updates.
Can it compare account health over time?
Only if the relevant history or baseline is supplied. The workflow should not assume data that Salesforce does not provide.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to DeepSeek. A trigger fires from one place; an action lands in another.
Salesforce triggers
DeepSeek actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Anthropic Message
Tool to create a model response using DeepSeek's Anthropic-compatible API format with support for system prompts, tool calling, streaming, and thinking mode. Use when you need to generate chat completions using the Anthropic Messages API format. Requires base_url='https://api.deepseek.com/anthropic' or metadata base_url ending with '/anthropic'. Supports extended thinking, function calling with tools, and streaming responses. Note: Images and documents are not supported in content blocks.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Chat Completion
Tool to create a chat completion using DeepSeek models (deepseek-chat or deepseek-reasoner). Use when you need to generate AI responses to chat conversations. Supports streaming, tool/function calling, and various parameters to control generation behavior (temperature, max_tokens, etc.).
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 User Balance
Tool to get user's current account balance including granted and topped-up balances with detailed breakdown by currency (CNY or USD). Use when you need to check if the user has sufficient balance for API calls or to view detailed balance information.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
List Models
Tool to list currently available DeepSeek models and provides basic information about each one such as the owner and availability. Use when you need to discover which models are available for API calls.
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 DeepSeek, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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