Find possible duplicate contacts before they confuse outreach
A small recurring review can make your contact list easier to trust.
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
Duplicate contacts split context and can lead to awkward or repeated outreach.
- Surface likely duplicates for a person to confirm.
- Use available names and contact details to compare records.
- Make contact hygiene a recurring, bounded task.
Setup
Build it in a few focused steps.
- 1Connect Salesforce in the Notis portal once.
- 2Create an automation and fill in its name, prompt, report channel, and trigger.
- 3Ask Notis to list contacts and report likely duplicate pairs using matching details available in the returned records; do not delete or merge records.
- 4Choose the notis_cron trigger and set a recurring schedule.
- 5Choose a report channel and test with one real run, reviewing the candidate matches.
Questions about this workflow
Will it merge or delete contacts?
No. It reports possible duplicates for a person to review.
How accurate are the matches?
That depends on the data fields returned. Ask Notis to show the matching evidence and treat candidates as suggestions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Basin to Salesforce. A trigger fires from one place; an action lands in another.
Basin 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.
Basin and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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