Review the Salesforce contacts that need attention
Set criteria for a contact review and have Notis bring matching records into a scheduled run report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List contacts
Lists contacts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Contact records needing review can remain unnoticed when data checks depend on ad hoc searches.
- Make contact review routine
- Find matching records without a manual search
- Keep review criteria visible in the automation prompt
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and enter a name and prompt.
- 3Describe which contacts to list and what findings should appear in the run report.
- 4Choose a recurring schedule trigger and select a report destination.
- 5Test with one real run and confirm the results fit your review.
Questions about this workflow
Can it identify contacts with missing information?
State the fields to review. The workflow can only assess fields included in the Salesforce results.
Will it change contact records?
No. It lists contacts for review; changes would require a separate supported action and a clear instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Salesforce. A trigger fires from one place; an action lands in another.
0CodeKit triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
0CodeKit and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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