Find Salesforce contacts related to captured web research
Use recurring research reviews to surface the contacts already in Salesforce who may be relevant to a company or page.
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
It is easy to miss an existing relationship when contact research and web findings are searched separately.
- Surface relevant existing contacts during research.
- Avoid re-entering information already in Salesforce.
- Give each scheduled review a clear report to scan.
Setup
Build it in a few focused steps.
- 1Connect CaptureKit and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the contact review.
- 3Tell Notis which supplied CaptureKit details to search against Salesforce contacts and how to summarize relevant matches.
- 4Choose the notis_cron schedule and report channel.
- 5Test with one company page and confirm the returned contact records.
Questions about this workflow
Does this create new contacts?
No. This action searches existing Salesforce contacts and returns matches.
What information should the search use?
Use details actually available in the capture, such as a person's name or company. Tell Notis how to handle missing or ambiguous details.
Will it find every relevant contact?
The results depend on your search instructions and data in Salesforce. Review the report for ambiguous or incomplete matches.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link CaptureKit to Salesforce. A trigger fires from one place; an action lands in another.
CaptureKit 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.
CaptureKit and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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