Regularly connect researched contacts to accounts
A periodic match review can catch contact records that need company context, using only matches supported by the available data.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Why this helps
Unlinked contacts can make account views and relationship follow-up harder to trust.
- Surface contact records that lack account context.
- Use available company research to guide updates.
- Avoid repeatedly scanning for unlinked relationships by hand.
Setup
Build it in a few focused steps.
- 1Connect Clay and Salesforce once in Notis.
- 2Create an automation to find existing unlinked contacts with clear Clay company matches.
- 3Choose a recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one real match and verify the association.
Questions about this workflow
Will this create missing contacts or accounts?
No. The selected action associates an existing contact with an existing account.
Can the workflow skip ambiguous matches?
Yes. Instruct Notis to update only when the available records support a clear match and report uncertain cases.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clay to Salesforce. A trigger fires from one place; an action lands in another.
Clay 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.
Clay and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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