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Check mailing contact presence after a Salesforce contact update

When contact details change, quickly see whether the person appears in Amcards.

Trigger

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

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

A changed email or name can make it hard to know whether a CRM contact still matches a separate mailing contact.

  • Review available Amcards contacts after a Salesforce contact changes
  • Spot details that may need a human comparison
  • Keep contact follow-up from falling between apps

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 retrieve Amcards contacts after a Salesforce contact update and summarize possible matches using the changed contact details.
  • 4Pick the Salesforce Contact Updated trigger and choose where run reports should go.
  • 5Test with one real contact update and review the result.

Questions about this workflow

Does the Amcards action search only for the changed contact?

The listed action retrieves a list of contacts with supported limits and filters. The prompt can ask Notis to compare returned details, but precise matching depends on what the action returns.

Will it change a contact in Amcards?

No. This action reads Amcards contacts and can report possible matches.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Account Created or Updated

Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

TriggerPolling

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

TriggerPolling

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.

TriggerPolling

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

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.