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Notis

Route relevant Contact updates into Campayn

Let Notis check changed Contact details and place relevant records into a Campayn review list for follow-up.

Trigger

Contact Updated

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

Action

Create Contact

Tool to create a new contact in a specific list. use when you need to add a contact after gathering details.

Why this helps

Important updates to existing contacts can disappear into CRM history without a clear email outreach review step.

  • Use Salesforce's changed fields to identify relevant updates.
  • Collect selected contacts in a named Campayn review list.
  • Avoid checking every updated record manually.

Setup

Build it in a few focused steps.

  • 1Connect Salesforce and Campayn in the Notis portal once.
  • 2Create an automation in the portal or tell Notis from any channel.
  • 3In one instruction, describe which changed Contact details merit review and ask Notis to create a contact in your named Campayn review list.
  • 4Pick the Contact Updated trigger and choose where run reports should go.
  • 5Test with one real updated Contact and verify the result in Campayn.

Questions about this workflow

Can this detect changed Contact fields?

Yes. The Contact Updated event emits changed fields alongside relevant timestamps. Describe the changes that should trigger review in your instruction.

Will it update an existing Campayn contact?

The available action is Create Contact. This workflow creates a contact in the list you specify; it does not update a pre-existing Campayn contact.

Can I use it for every Contact edit?

You can describe the conditions in your instruction. Test the condition with a real updated Contact before relying on it.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Salesforce triggers

Campayn actions

Recurring trigger

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

TriggerScheduled

Create Contact

Tool to create a new contact in a specific list. use when you need to add a contact after gathering details.

ActionInstant

Webhook trigger

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

TriggerInstant

Delete Contact

Tool to delete a specific contact. use when you need to remove a contact permanently after confirming it should be deleted. example: "delete contact 123".

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

Delete List

Tool to delete a specific contact list. use when cleaning up unused lists after confirming they are no longer needed. example: "delete list 123".

ActionInstant

Contact Updated

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

TriggerPolling

Delete webform

Tool to delete a specific webform. use when removing outdated or unnecessary webforms after confirming they are no longer needed. example: "delete webform 123".

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

Get Contact

Tool to retrieve a specific contact by id. use when you need to fetch full contact details after confirming the contact id.

ActionInstant

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

Get Contacts

Tool to retrieve all contacts in a specified list. use when you need to fetch list contacts after confirming list id.

ActionInstant

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

Get List

Tool to retrieve a specific contact list by id. use when you need to fetch list details like name, tags, and contact count after knowing the list id.

ActionInstant

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

Get Lists

Tool to retrieve all contact lists. use when you need to fetch available lists before performing list-specific actions. example prompt: "list all my contact lists".

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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