Run Monthly Contact Audits Automatically in Salesforce
The first of each month, Notis creates audit records in Salesforce documenting contact hygiene—duplicate detection, missing fields, inactive accounts. Your team gets a clear data health snapshot without manual reviews.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create contact
Creates a new contact in salesforce with the specified information.
Why this helps
Contact data degrades over time. Nobody runs regular hygiene checks, so duplicates, missing emails, and stale records accumulate silently.
- Keep contact data clean and accurate
- Reduce duplicates automatically
- Identify data gaps early
- Maintain CRM hygiene without manual work
Setup
Build it in a few focused steps.
- 1Connect Salesforce to Notis.
- 2Create an automation: 'On the first of each month, run a contact hygiene audit and create a record in Salesforce with findings.'
- 3Select 'Recurring (Cron)' as the trigger and set it to the first day of each month.
- 4Define what 'clean' means (e.g., must have email, phone, and company).
- 5Test by running the automation manually and reviewing the audit record in Salesforce.
Questions about this workflow
What gets flagged in the hygiene audit?
Missing fields (email, phone), duplicates (same name or email), inactive accounts, and stale records (no activity in 6 months).
Can I automatically fix issues like duplicates?
Notis can flag duplicates and mark them for review, or merge them if you grant permission. Most fixes require manual approval to avoid accidents.
What if I want audits more frequently (weekly vs. monthly)?
Change the schedule anytime. You can run audits weekly, monthly, or on a custom schedule based on your needs.
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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