Check carbon offset impact when accounts change
A Salesforce account update can prompt a fresh Ecologi carbon offset lookup for your next customer conversation.
Trigger
Account Created or Updated
Triggers when an account is created or updated.
Action
Get User Carbon Offset
View a user's total avoided carbon emissions.
Why this helps
Customer context gets scattered when account changes and climate impact checks happen in separate tools.
- Retrieves carbon offset context when accounts change
- Keeps the result available in the run report
- Uses the supplied Ecologi identity rather than assuming Salesforce account identity matches
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Ecologi once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for account offset snapshots.
- 3Tell Notis to retrieve the specified Ecologi user's carbon offset total when an account is created or updated and summarize it in the run report.
- 4Pick Account Created or Updated as the trigger and choose where run reports go.
- 5Test with one real account change and check that the run report identifies the Ecologi user queried.
Questions about this workflow
Does the action identify an Ecologi user from the Salesforce account?
The listed action retrieves a user's total, and the trigger description does not promise an Ecologi identity lookup. Specify the Ecologi user or business in the instruction.
How fresh is the carbon offset total?
The action's data refreshes every 10 minutes.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Ecologi. A trigger fires from one place; an action lands in another.
Salesforce triggers
Ecologi actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get User Carbon Offset
View a user's total avoided carbon emissions.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get User Carbon Removal
View a user's total carbon removed from the atmosphere.
Account Created or Updated
Triggers when an account is created or updated.
Get User Habitat Restoration
View the habitat area restored by a user.
Contact Updated
Triggers when an existing contact is modified and includes changed fields.
Get User Impact
View a user's combined environmental impact, including trees and carbon.
Record Updated (Generic SObject)
Triggers when monitored fields change on a specified record type.
Get User Trees
View the number of trees a user has funded.
New Contact Trigger
Triggers when a new contact is created.
New Lead Trigger
Triggers when a new lead is created.
New or Updated Opportunity
Triggers when an opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce and Ecologi, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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