Review key contacts with context from both systems
Bring contact records and relationship context into one recurring review to help keep important conversations moving.
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
A contact list alone does not show the relationship context that can guide a thoughtful next step.
- Retrieve Salesforce contacts relevant to your review.
- Use available Affinity relationship context to guide attention.
- Make the next step easier to identify.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Salesforce once in the Notis portal.
- 2Create a named automation in Automations, New Automation.
- 3Tell Notis which Salesforce contacts to review and what Affinity relationship context to include in the summary.
- 4Choose a recurring schedule trigger and where run reports should go.
- 5Test with one real review period and check the contact results.
Questions about this workflow
Does this send outreach to contacts?
No. It retrieves and summarizes records for review. It does not send messages.
Can it prioritize contacts?
Yes, if you provide the criteria. Ask Notis to explain the available context behind each suggested priority.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Salesforce. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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