Start new contact follow-up with useful context
Give your team a quick, grounded starting point for the first conversation with a new contact.
Trigger
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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
A new contact can arrive before anyone has time to collect the details needed for a thoughtful first touch.
- Prepare a first-touch note quickly
- Use available contact details as context
- Avoid inventing personal details that are not in the record
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 create a short first-touch brief from the new contact data and note what is unknown.
- 4Pick New Contact Trigger as the trigger and choose where run reports should go.
- 5Test the automation with one real new contact.
Questions about this workflow
What starts this workflow?
It runs when Salesforce creates a new Contact.
Will it send a welcome email?
No. The selected Ai ml api action generates text. Your team can review and use the brief in its normal process.
Can it personalize the brief?
It can use details returned with the new Contact. It should not infer personal facts or history that the data does not contain.
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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No card. Works with personal or business Ai ml api.