Spot Salesforce contacts that may be hard to reach
Have Notis check a selected group of contacts on a schedule and turn questionable details into a clear Salesforce review task.
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
Unreachable contacts stay in circulation when nobody has time to inspect records one by one.
- Identify contact details needing attention
- Give the team a specific cleanup next step
- Check a defined contact segment regularly
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to list Salesforce contacts matching the criteria you provide, validate available email and phone details with Addressfinder, and create a review task for contacts with questionable results.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real contact and review the Salesforce task details.
Questions about this workflow
Can it update invalid emails or phone numbers automatically?
This workflow creates review tasks. Confirm corrected contact information with a reliable source before changing Salesforce.
Can I limit the contacts it checks?
Yes. Include selection criteria in the instruction for the Salesforce list action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Salesforce. A trigger fires from one place; an action lands in another.
Addressfinder 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.
Addressfinder and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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