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Give New Contacts Useful Organization Context

Turn contact intake into a research starting point, so your team can prepare with more than a name and email.

Trigger

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

Action

Run Task Asynchronously

Tool to run a specific actor task asynchronously. use when you need to trigger a task run without waiting for completion and immediately retrieve its run details.

Why this helps

A new contact can enter Salesforce without enough organization context for a confident first conversation.

  • Start an Apify task at contact creation.
  • Reduce the number of manual research steps after intake.
  • Prepare organization context for later review.

Setup

Build it in a few focused steps.

  • 1Connect Salesforce and Apify once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and provide a name.
  • 3Tell Notis to start the chosen Apify task for each new contact and describe the desired organization research.
  • 4Pick the New Contact trigger and choose a report destination.
  • 5Test with one real new contact and review the run report.

Questions about this workflow

Does this trigger run for edits to existing contacts?

No. The selected trigger is for a new Contact record. Use the Contact Updated trigger for changes to existing contacts.

Does this enrich the Salesforce record?

No. This workflow launches an Apify task. It does not write research back to Salesforce.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Salesforce to Apify. A trigger fires from one place; an action lands in another.

Salesforce triggers

Apify actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Actor

Tool to create a new actor with specified configuration. use when you need to initialize a fresh actor programmatically before publishing or running it.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Dataset

Tool to create a new dataset. use when you need to initialize or retrieve a dataset by name.

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

Create Actor Task

Tool to create a new actor task with specified settings. use when you need to configure or schedule recurring actor runs programmatically.

ActionInstant

Contact Updated

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

TriggerPolling

Create Task Webhook

Tool to create a webhook for an actor task. use when you need external notifications about task run events (e.g., completion or failure) in downstream systems.

ActionInstant

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

Delete Actor

Tool to delete an actor permanently. use when you need to remove an actor by its id or username~actorname. confirm before calling.

ActionInstant

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

Delete Webhook

Tool to delete a webhook by its id. use when removing a webhook after confirming the webhook id.

ActionInstant

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

Get Actor Details

Tool to get details of a specific actor. use when you need actor metadata by id or username/actorname.

ActionInstant

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

Get all webhooks

Tool to get a list of all webhooks created by the user. use when you need to enumerate webhooks before filtering or maintenance.

ActionInstant

Connect any two apps with Notis in the middle.

Salesforce and Apify, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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