Find subscriber and contact mismatches before they pile up
Make CRM list hygiene a short, regular review instead of a large cleanup project.
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
Subscriber records can accumulate outside Salesforce, making it hard to spot duplicates or missing contact records.
- Highlight likely duplicate contact records
- Identify subscribers that may need CRM records
- Turn list review into a repeatable routine
Setup
Build it in a few focused steps.
- 1Connect BlueFox Email and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe in one instruction how to compare available BlueFox subscriber information with Salesforce contacts and report possible duplicates or gaps.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real example and review the findings before acting on them.
Questions about this workflow
Will it automatically merge contacts?
No. The listed action retrieves Salesforce contacts. This workflow reports possible matches for human review.
What BlueFox data does the comparison use?
Use the subscriber data available to the automation, and state any limits in your instruction. The listed context does not specify a BlueFox trigger or a particular list retrieval event.
Why review possible matches manually?
Names or email details can be incomplete or shared. A person should confirm the intended record before making CRM changes.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link BlueFox Email to Salesforce. A trigger fires from one place; an action lands in another.
BlueFox Email 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.
BlueFox Email and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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