Find Salesforce employee contacts that may need an update
Get a short, scheduled review of employee-related Salesforce contacts that may no longer match the current roster.
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
Outdated job titles and work contact details can linger in Salesforce after people change roles or leave, making customer handoffs harder.
- Identify contacts that may need a human review.
- Focus on likely mismatches rather than rechecking every record manually.
- Keep customer-facing contact details more reliable.
Setup
Build it in a few focused steps.
- 1Connect BambooHR and Salesforce once in the Notis portal.
- 2Create an automation in Automations, then choose New Automation.
- 3Tell Notis to compare Salesforce contacts with the employee roster details available and report likely stale or mismatched records.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real roster sample and verify the flagged contacts before making updates.
Questions about this workflow
Does this workflow make contact updates?
No. It lists contacts and reports likely issues for review. This workflow does not update records.
What roster information is needed?
Use the employee identifiers and work details your team considers appropriate for matching. The report's quality depends on the data available.
Can the review include contractors?
Yes, if your roster input includes them and you tell Notis which worker types to include.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bamboohr to Salesforce. A trigger fires from one place; an action lands in another.
Bamboohr 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.
Bamboohr and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Salesforce.