Check Amcards contacts when Salesforce adds a lead
Know whether a new lead is already in Amcards before you plan your next outreach.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Get Contacts
This tool retrieves a list of contacts from amcards. it is used for managing contacts by providing details like limit, skip, and filters (e.g., last name, first name, email). the tool returns an array of contact objects containing fields such as id, first name, last name, email, created at, and updated at.
Why this helps
New leads can be easy to overlook when you have to check a separate mailing tool before deciding what to do next.
- See whether a new lead already appears in Amcards
- Reduce context switching between CRM and mailing tools
- Get a concise review that supports a human follow-up decision
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Amcards once in the Notis portal.
- 2Create an automation in the portal or tell Notis what outcome you want from any channel.
- 3In one instruction, ask Notis to review Amcards contacts for a newly created Salesforce lead and summarize any likely match using available details.
- 4Pick the Salesforce New Lead trigger and choose where run reports should go.
- 5Test with one real lead and review the result.
Questions about this workflow
Does this workflow add the lead to Amcards?
No. The available Amcards action retrieves contacts only. It can help identify a possible existing contact, but it does not create or update one.
Can Notis confirm that two records are the same person?
Notis can compare details returned by Amcards with the new lead details. Review possible matches before acting, especially when names or email addresses are incomplete.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Amcards. A trigger fires from one place; an action lands in another.
Salesforce triggers
Amcards actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Cards
This tool retrieves a list of all cards associated with the authenticated account. the action is completely independent and doesn't require any external resource ids or parameters beyond authentication. it allows users to monitor, track, and manage their cards.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Contacts
This tool retrieves a list of contacts from amcards. it is used for managing contacts by providing details like limit, skip, and filters (e.g., last name, first name, email). the tool returns an array of contact objects containing fields such as id, first name, last name, email, created at, and updated at.
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 Amcards, 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 Amcards.