Keep Salesforce contact records useful and connected
Make contact cleanup more manageable. Notis can review Salesforce contacts against your Bika.ai relationship checklist and summarize records that need a correction or follow-up.
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
Contact records accumulate missing context and weak relationships, making the CRM less useful when you need it most.
- Find contacts that appear incomplete under your stated standards.
- Apply a consistent contact review cadence.
- Reduce manual scanning for records that need attention.
Setup
Build it in a few focused steps.
- 1Connect Bika.ai and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the contact review.
- 3In one instruction, define which contacts to inspect, the Bika.ai criteria to apply, and what gaps or follow-up to report.
- 4Pick a recurring Notis schedule and choose where run reports go.
- 5Test with real contact records and validate the findings against your checklist.
Questions about this workflow
Can it verify whether an account relationship is correct?
Only if the relationship criteria or trusted reference is available in Bika.ai or the Salesforce data returned. State the source of truth in your instruction.
Does it modify contacts?
No. This workflow lists contacts and reports records for review.
Can I limit the review to a subset?
Specify the records or criteria in your instruction. Any needed filter values or baseline should be supplied rather than assumed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bika.ai to Salesforce. A trigger fires from one place; an action lands in another.
Bika.ai 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.
Bika.ai and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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