Keep contact intake details in view
When a Salesforce contact changes, quickly review the relevant form's fields and labels for context.
Trigger
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Action
Get Form Details
Tool to retrieve details of a specific form by its id. use when you need form metadata (fields, labels, timestamps) before processing or submitting data.
Why this helps
Contact updates can require checking a separate form to remember what information it collects.
- Retrieve form metadata when a contact changes.
- See field labels and other available form details in a report.
- Keep intake structure close to contact work.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Cabinpanda once in the Notis portal.
- 2Create an automation and tell Notis which form to inspect for the contact context.
- 3Pick Contact Updated as the trigger.
- 4Choose where run reports should go.
- 5Test with one real updated contact and the relevant form.
Questions about this workflow
Does this retrieve contact submission answers?
No. The selected action retrieves form details such as fields and labels. Use a submission review workflow when you need submitted answers.
What if I have several forms?
Name the relevant form or explain how Notis should identify its id in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Cabinpanda. A trigger fires from one place; an action lands in another.
Salesforce triggers
Cabinpanda 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 with specified fields and settings. use before collecting submissions to define 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 specific form by its id. use after confirming the target form exists and is safe to remove.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Delete Integration
Tool to delete a specific integration by its id. use when you need to remove or disable an existing integration (e.g., webhook) after confirming the integration id.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Get Form Details
Tool to retrieve details of a specific form by its id. use when you need form metadata (fields, labels, timestamps) before processing or submitting data.
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 Integration Details
Tool to retrieve details of a specific integration by its id. use when you need to inspect integration settings or status after obtaining its id.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Get Profile
Tool to retrieve the authenticated user's profile information. use after obtaining valid api credentials to access user details.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
List Forms
Tool to retrieve a list of all forms associated with the account. use when you need to fetch form details for management or analysis.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
List Integrations
Tool to retrieve a list of all integrations for the account. use when you need to inspect available or active integrations before managing them.
Connect any two apps with Notis in the middle.
Salesforce and Cabinpanda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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