Find Contact Records That Need a Closer Look
Get a review list of Salesforce contacts with possible gaps or mismatched customer details.
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 can drift across CRMs, leaving teams unsure which details need checking.
- Surface possible record mismatches for human review
- Focus attention on selected contacts
- Avoid silently treating uncertain matches as confirmed
Setup
Build it in a few focused steps.
- 1Connect CentralstationCRM and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for contact review.
- 3In one instruction, ask Notis to list the Salesforce contacts you specify, compare them with CentralstationCRM data using a defined identifier, and report possible mismatches without changing records.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real contact and review how the report handles uncertain matches.
Questions about this workflow
Does this update contact records?
No. This workflow lists contacts and prepares a review. It does not change Salesforce records.
What should I use to compare records?
Specify a reliable shared identifier available in both systems. If one is not available, ask Notis to show uncertainty rather than assume two records belong together.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Centralstationcrm to Salesforce. A trigger fires from one place; an action lands in another.
Centralstationcrm 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.
Centralstationcrm and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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