Turn recurring data checks into a manageable cleanup queue
Instead of reviewing every record manually, let Notis create Salesforce tasks for the contact details that actually need attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
CRM cleanup tends to get postponed when the team cannot see a short, actionable list of records to fix.
- Create work only for records with actionable issues
- Keep cleanup tasks in the team's existing CRM
- Make recurring maintenance easier to pick up
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 records from the Salesforce segment you specify, validate the available contact details with Addressfinder, and create one cleanup task for each record with an actionable issue.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real record that needs cleanup and check the task summary.
Questions about this workflow
Can the tasks include the exact issue?
Ask Notis to include the relevant Addressfinder finding and Salesforce record context in each task.
Will this make duplicate tasks each time?
Specify how Notis should handle an already open cleanup task in your instruction. Review the first run to tune that behavior.
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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