Make contact onboarding data easier to locate
When a new contact is created, retrieve the table names from the Airtable base your onboarding work uses and show the list in the run report.
Trigger
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Action
List Airtable Tables
Tool to list all airtable tables for a given base. use when you need to retrieve table names before interacting with a table.
Why this helps
Finding the right reference table can interrupt the simple next steps after adding a new contact.
- Keep a quick reference close to new contact work
- Reduce time spent opening bases to find table names
- Make onboarding preparation easier to resume
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Api labz once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis in one instruction which Airtable base table names to retrieve and how to present them for onboarding reference.
- 4Pick New Contact Trigger and choose where run reports go.
- 5Test with one real Salesforce contact.
Questions about this workflow
Does this action create an onboarding record?
No. It lists the tables in an Airtable base; it does not create rows or records.
Will table names change for each contact?
Usually the same base is queried each time. This workflow is useful when a new-contact event is a timely prompt to retrieve a known reference list.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Api labz. A trigger fires from one place; an action lands in another.
Salesforce triggers
Api labz actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
List Airtable Tables
Tool to list all airtable tables for a given base. use when you need to retrieve table names before interacting with a table.
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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 Api labz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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