Weekly Contact Hygiene: Audit Your CRM Without the Effort
Every week, Notis delivers a complete contact list so you can spot duplicates, missing info, and stale records. Keep your CRM clean without tedious manual audits.
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
Your Salesforce contact database grows messy over months. Duplicates pile up, emails go missing, and you can't tell who's actually current. A proper audit takes hours.
- Spot duplicates and missing data at a glance
- Catch stale contacts and remove them
- No time-consuming manual audits
- Keep your contact database reliable
Setup
Build it in a few focused steps.
- 1Connect Salesforce to Notis (one-time setup).
- 2Tell Notis: 'Every Friday at 2 PM, send me a list of all my contacts so I can review for duplicates and gaps.'
- 3Pick your review day and time.
- 4Notis will send the weekly list and you can quickly spot issues to fix.
Questions about this workflow
Can I filter the contact list?
Yes. Tell Notis to show only inactive contacts, those without emails, or any criteria you want to review.
Does Notis auto-merge duplicates?
No, but it flags likely duplicates so you can review and merge them manually.
What if the list is huge?
Tell Notis to send a summary with red-flag counts, not the full list.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Salesforce. A trigger fires from one place; an action lands in another.
Google Drive triggers
Salesforce actions
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
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.
File Created
Triggers when a new file is created in Google Drive.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
File Shared (Permissions Added)
Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.
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.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
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.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
New File Matching Query
Triggers when a new Google Drive file matches a provided query. This is the legacy query-centric trigger: it preserves Drive API query config such as ``corpora`` / ``driveId`` aliases and emits the historical ``file_matching_query`` event type. ``FileCreatedTrigger`` covers the broader "new file" case and emits ``file_created``.
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.
Not just Google Drive and Salesforce. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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