Prepare onboarding questions as soon as a Contact is created
Start a new relationship with a consistent onboarding form ready for the next conversation.
Trigger
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Action
Create form
Tool to create a new form. use when you need to define and store a form structure.
Why this helps
New contacts often need onboarding questions, but creating a tailored form can get delayed behind other work.
- Create onboarding forms consistently for new Contacts.
- Reduce repetitive form drafting.
- Base the form on available contact context and your stated onboarding needs.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Byteforms once in the Notis portal.
- 2Create an automation in Automations, New Automation, and provide a name and prompt.
- 3Tell Notis to create an onboarding form in Byteforms for each new Contact, using available details and the standard questions you specify.
- 4Choose New Contact and choose a report destination.
- 5Test with one real new Contact and review the form.
Questions about this workflow
Does the form get sent to the Contact?
No. The available action creates a form; sharing or sending it is outside this workflow.
Can I ask different questions for different contact types?
The listed trigger has no filter configuration. You can state the rules and required context in your prompt, but information absent from the event must be supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Byteforms. A trigger fires from one place; an action lands in another.
Salesforce triggers
Byteforms actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create form
Tool to create a new form. use when you need to define and store a form structure.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Form
Tool to delete a form by its id. use when you need to remove an existing form permanently.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Get all forms
Tool to fetch all forms created by the authenticated user. use after authentication to list existing forms.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Get Form By ID
Tool to retrieve a specific form using its id. use when you need to fetch form details by providing the form's unique identifier.
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.
Get Form Responses
Tool to retrieve responses for a specific form with optional pagination and filtering. use when the form has collected submissions and you need to navigate large result sets.
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 Byteforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Byteforms.