Add community resilience context to contact updates
For planning that depends on place, pair a contact update with selected Community Resilience Estimates for the geography you specify.
Trigger
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Action
Get Community Resilience Estimates
Tool to retrieve community resilience estimates for a specified year. use after selecting variables and geography to get cre data for analysis.
Why this helps
When location informs planning, finding relevant community indicators can turn a simple contact update into a separate research session.
- Retrieve Community Resilience Estimates for a specified year and geography.
- Focus the summary on selected variables.
- Keep location-based context available with the contact update report.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Census bureau once in the Notis portal.
- 2Create an automation with a name and report channel.
- 3In one instruction, specify the contact geography, CRE year, selected variables, and how to summarize the results.
- 4Choose Contact Updated as the trigger, then test with one real contact example.
Questions about this workflow
Can I use this to assess an individual contact?
No. The action retrieves community-level estimates for a geography. Use them as area context, not as characteristics or a score for an individual.
Where do I find valid CRE variables?
Use the available Census data and variable metadata to identify valid variables for the year and dataset before requesting a summary.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Census bureau. A trigger fires from one place; an action lands in another.
Salesforce triggers
Census bureau actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get ACS 1-Year Estimates
Tool to retrieve 1-year american community survey (acs) estimates for a specified geography. use when you need the most recent annual acs data for a given area.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get ACS 5-Year Estimates
Tool to retrieve 5-year american community survey estimates for a specified year. use when detailed acs data by geography and variables is required.
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 American Business Survey
Tool to retrieve annual business survey (abs) data for a specified year and endpoint.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Get Community Resilience Estimates
Tool to retrieve community resilience estimates for a specified year. use after selecting variables and geography to get cre data for analysis.
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 County Business Patterns
Tool to retrieve county business patterns (cbp) data for a specified year. use when you need county-level business establishment and employment statistics filtered by industry and geography.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Get Decennial Census Data
Tool to retrieve decennial census data for a specified vintage and dataset. use when you need census variables for a given geography.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Get Population Estimates
Tool to retrieve population estimates program (pep) data for a specified vintage and dataset. use when you need population or demographic estimates for specific geographies.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Get Variable Details
Tool to retrieve metadata for a specific variable in a census dataset for a given year. use when you need the label, concept, data type, attribute codes, and valid-value constraints.
Connect any two apps with Notis in the middle.
Salesforce and Census bureau, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Census bureau.