Spot Salesforce contacts that may need an account relationship
Use a recurring review to find contacts whose Salesforce account association needs checking, based on fields available in your org.
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
A contact without a clear account link is harder to place in customer context and easier to overlook during a handoff.
- Surface contacts matching a missing-account condition.
- Make relationship cleanup a small, scheduled task.
- Use Salesforce data rather than relying on memory or scattered logs.
Setup
Build it in a few focused steps.
- 1Connect Celigo and Salesforce once in the Notis portal.
- 2Create an automation named contact account link review.
- 3Tell Notis to list Salesforce contacts whose account association is missing, if that condition is queryable in your org, and summarize the available identifying details.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with the condition and confirm the results are the records you intend to review.
Questions about this workflow
Will this automatically fix the missing relationship?
This workflow lists contacts for review. A separate instruction and appropriate record references would be needed to update a relationship.
What if my Salesforce setup cannot query empty account associations?
Choose another supported condition or use a webhook containing the contacts to review. The workflow should not claim to identify records from unavailable fields.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Celigo to Salesforce. A trigger fires from one place; an action lands in another.
Celigo 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.
Celigo and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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