Create an Audit Trail for Airtable Permission Changes
When your Airtable base permissions change (e.g., new team member access), Notis creates an opportunity record in Salesforce documenting the change. This builds an immutable audit trail for compliance and security reviews.
Trigger
Base Metadata Changed
Triggers when an existing Airtable base changes its name or permission level.
Action
Create opportunity
Creates a new opportunity in salesforce with the specified information.
Why this helps
Base permissions change but nobody tracks who has access to what. This creates security blind spots and makes compliance audits difficult.
- Create immutable audit trails
- Improve security visibility
- Simplify compliance reviews
- Track access changes over time
Setup
Build it in a few focused steps.
- 1Connect Airtable and Salesforce to Notis.
- 2Create an automation: 'When Airtable base permissions change, create an opportunity in Salesforce documenting the change.'
- 3Select 'Base Metadata Changed' as the trigger (this includes permission changes).
- 4Configure the opportunity details (e.g., name: 'Base Access Change', stage: 'Audit').
- 5Test by changing base permissions in Airtable and verifying an opportunity appears in Salesforce with the change details.
Questions about this workflow
What permission changes trigger the automation?
Adding or removing team members, changing role permissions, enabling/disabling public shares, and changing team limits.
Can I see who made the permission change?
Yes. Notis logs the user who made the change in the opportunity record (if Airtable provides that data).
What if I want to restrict certain permission changes?
Configure approval workflows in Notis. You can require a review step before allowing certain sensitive permission changes.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtable to Salesforce. A trigger fires from one place; an action lands in another.
Airtable triggers
Salesforce actions
Base Metadata Changed
Triggers when an existing Airtable base changes its name or permission level.
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.
Base Schema Changed
Triggers when tables, fields, or views change in an Airtable base.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
User Profile Changed
Triggers when the connected Airtable user's profile information changes.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
View Created
Triggers when a new view is created in an Airtable base.
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.
View Deleted
Triggers when a previously known Airtable view is deleted.
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.
View Metadata Changed
Triggers when an Airtable view changes its name or type.
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.
Not just Airtable and Salesforce. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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