Stay in touch when Salesforce contact details change
When a contact record changes, use the moment to send a helpful check-in that keeps the relationship moving.
Trigger
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Action
Send Email
Send an email using agentmail api
Why this helps
Contact changes are easy to overlook, even when they signal a timely opportunity to reconnect.
- Notice changes without scanning contact records
- Base check-ins on changed fields and available timestamps
- Keep communication moving with a clear next step
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Agent mail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Write one instruction describing the check-in email and how to use the changed-field context.
- 4Select Contact Updated as the trigger, choose a report channel, and test with one real update.
Questions about this workflow
Does the event provide changed fields?
Yes. The Contact Updated event emits changed fields alongside relevant timestamps.
Can I ask for an email only for a specific type of change?
Describe the useful change in your instruction and evaluate against the data returned. The documented event does not provide a separate field filter setup screen.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Agent mail. A trigger fires from one place; an action lands in another.
Salesforce triggers
Agent mail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Message
Get a specific message from an agentmail inbox
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Messages
List messages from an agentmail inbox
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Send Email
Send an email using agentmail api
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce and Agent mail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Agent mail.