Keep Track of Owner Changes and Their Related Opportunities
When a team member updates their profile in Airtable (new role, territory, or status), Notis automatically retrieves their opportunities from Salesforce and alerts the team, so everyone knows what's in flight.
Trigger
User Profile Changed
Triggers when the connected Airtable user's profile information changes.
Action
Get opportunity
Retrieves a specific opportunity by id from salesforce, returning all available fields.
Why this helps
Team changes happen in Airtable but nobody knows which opportunities are affected in Salesforce. Ownership gaps create uncertainty about follow-up and account coverage.
- Keep team aligned on ownership changes
- Reduce missed handoffs
- Track affected opportunities
- Improve account coverage visibility
Setup
Build it in a few focused steps.
- 1Connect Airtable and Salesforce to Notis.
- 2Create an automation: 'When a user profile changes in Airtable, retrieve their opportunities from Salesforce.'
- 3Select 'User Profile Changed' as the trigger event.
- 4Specify the team channel where Notis should share the opportunity list.
- 5Test by updating your profile in Airtable and verifying Notis pulls and shares your opportunities from Salesforce.
Questions about this workflow
How does Notis match Airtable users to Salesforce owners?
It matches by email address or username. Ensure both systems use the same identifier for reliable matching.
What if a user doesn't have opportunities in Salesforce?
Notis notifies the team that the user has no active opportunities, which can help identify coverage gaps.
Can I include related accounts and contacts in the retrieved data?
Yes. Tell Notis to also pull the user's accounts and contacts, and it will include them in the notification.
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.
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When this happens · Trigger
Do this · Action
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