Keep referral contact data ready for follow-up
Prepare referral contacts for the next conversation with a small, repeatable data quality review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update multiple records
Updates multiple existing records in a specified airtable table; these updates are not performed atomically.
Why this helps
A referral can lose momentum when contact details go stale before someone gets back to it.
- Refresh contact checks for a defined set of referrals.
- Keep follow-up decisions grounded in current data quality findings.
- Use batch updates to make list upkeep manageable.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and Airtable once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe in one instruction which referrals to revisit and how their contact quality results should update.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real referral record.
Questions about this workflow
Can the selection focus on referrals awaiting follow-up?
Yes. Describe the criteria using existing Airtable fields, such as a status value.
What if one update fails?
Airtable's multiple record updates are not atomic, so inspect the run report and records after failures.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Airtable. A trigger fires from one place; an action lands in another.
Addressfinder triggers
Airtable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create base
Creates a new airtable base with specified tables and fields within a workspace; ensure field options are valid for their type.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Comment
Creates a new comment on a specific record within an airtable base and table.
Create Field
Creates a new field within a specified table in an airtable base.
Create multiple records
Creates multiple new records in a specified airtable table.
Create a record
Creates a new record in a specified airtable table; field values must conform to the table's column types.
Create table
Creates a new table within a specified existing airtable base, allowing definition of its name, description, and field structure.
Delete Comment
Deletes an existing comment from a specified record in an airtable table.
Delete multiple records
Deletes up to 10 specified records from a table within an airtable base.
Connect any two apps with Notis in the middle.
Addressfinder and Airtable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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