Make updated contact details easier to act on
Get the changed contact context in a quick note, ready to guide your next follow-up.
Trigger
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Action
Text Chat Completion
Tool to generate text completions or chat responses using a specified llm model. use after assembling the conversation history to produce the next response.
Why this helps
Contact updates can arrive without a clear cue about what deserves attention next.
- Review changed contact details faster
- Keep follow-up context close to the update
- Base suggestions on information actually present
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Ai ml api once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to summarize changed contact fields and suggest a follow-up only when the data supports one.
- 4Pick Contact Updated as the trigger and choose where run reports should go.
- 5Test the automation with one real updated contact.
Questions about this workflow
What does the trigger provide?
It fires when an existing Salesforce Contact is modified and emits changed fields alongside relevant timestamps.
Can it draft a follow-up?
You can instruct Notis to draft one from the available details, while avoiding claims that are not in the record.
Will this run for brand new contacts?
No. This trigger covers updates to existing Contacts. Use New Contact Trigger for newly created records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Ai ml api. A trigger fires from one place; an action lands in another.
Salesforce triggers
Ai ml api actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Moderation Completion
Tool to classify input text or image for safety using a moderation model. use after receiving user-generated content to filter out unsafe material.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Text Chat Completion
Tool to generate text completions or chat responses using a specified llm model. use after assembling the conversation history to produce the next response.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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 Ai ml api, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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