Make contact follow-up easier to pick up
Start your work session with the contact context you need to decide what to do next.
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 follow-ups can get lost when the next action depends on manually revisiting Salesforce records.
- Make contact review predictable
- Surface records that meet prompt-defined criteria
- Keep the summary in your chosen report channel
Setup
Build it in a few focused steps.
- 1Connect Bitwarden and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis which contacts to review and what follow-up context to surface.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real example and confirm the criteria return useful records.
Questions about this workflow
Can this determine whether a contact is overdue for follow-up?
It can use Salesforce fields returned by the list action. State the criteria in the prompt and make sure the needed dates or status fields are available.
Will it create follow-up tasks?
No. This workflow lists contacts and reports on them; it does not create tasks.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bitwarden to Salesforce. A trigger fires from one place; an action lands in another.
Bitwarden 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.
Bitwarden and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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