Put contact data cleanup on the calendar
Give contact data a regular review rhythm and send exceptions straight to a Close task.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Creates a task to track a to-do item.
Why this helps
Contact records can become stale, while data cleanup keeps slipping behind urgent sales work.
- Review available contact data on a recurring schedule.
- Create Close tasks for records with details that need attention.
- Make data cleanup a small, visible follow-up instead of an occasional backlog.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and Close once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, ask Notis to review the contact data available to the workflow with Addressfinder and create Close tasks for records that need attention.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real example of contact data available to the automation.
Questions about this workflow
Can this review every Close contact automatically?
Only if the workflow can access the relevant records. The provided action list does not include a Close contact-list action, so specify the data source or records supplied to the automation.
What makes a record stale?
Addressfinder can check data quality, but it does not provide a definition of stale. State the review criteria in your instruction or provide them in the input data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Close. A trigger fires from one place; an action lands in another.
Addressfinder triggers
Close actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create SMS Message
Creates an SMS activity to log a sent, received, or draft message.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Call
Creates a record of an inbound or outbound call.
Create Email
Create Lead
Creates a new lead in the sales pipeline.
Create Task
Creates a task to track a to-do item.
Delete Call
Deletes a call record; this action cannot be undone.
Get Notes
Retrieves recorded notes.
Get Contact
Retrieves a contact by ID.
Connect any two apps with Notis in the middle.
Addressfinder and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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