Make new contact introductions easier to start
See the useful details and a suggested opening before you write your first note.
Trigger
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Action
Create Chat Completion
Tool to create a chat completion using DeepSeek models (deepseek-chat or deepseek-reasoner). Use when you need to generate AI responses to chat conversations. Supports streaming, tool/function calling, and various parameters to control generation behavior (temperature, max_tokens, etc.).
Why this helps
A newly added contact often comes with too little context at hand to make a thoughtful introduction quickly.
- Pull the available contact context into a readable short summary.
- Get a few conversation starters grounded in the record details.
- Make first follow-up easier to begin.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and DeepSeek once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for new contact introductions.
- 3Tell Notis to summarize the new contact's available Salesforce details and suggest a concise introduction with conversation starters.
- 4Pick the Salesforce New Contact trigger, then choose a report destination.
- 5Test with one real new contact and review the result.
Questions about this workflow
Will it know how the contact was introduced?
Only if that information is available in Salesforce or you include it in your instruction.
Does it create a contact record?
No. Salesforce creates the contact that starts this workflow. DeepSeek generates the requested introduction context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to DeepSeek. A trigger fires from one place; an action lands in another.
Salesforce triggers
DeepSeek actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Anthropic Message
Tool to create a model response using DeepSeek's Anthropic-compatible API format with support for system prompts, tool calling, streaming, and thinking mode. Use when you need to generate chat completions using the Anthropic Messages API format. Requires base_url='https://api.deepseek.com/anthropic' or metadata base_url ending with '/anthropic'. Supports extended thinking, function calling with tools, and streaming responses. Note: Images and documents are not supported in content blocks.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Chat Completion
Tool to create a chat completion using DeepSeek models (deepseek-chat or deepseek-reasoner). Use when you need to generate AI responses to chat conversations. Supports streaming, tool/function calling, and various parameters to control generation behavior (temperature, max_tokens, etc.).
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 User Balance
Tool to get user's current account balance including granted and topped-up balances with detailed breakdown by currency (CNY or USD). Use when you need to check if the user has sufficient balance for API calls or to view detailed balance information.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
List Models
Tool to list currently available DeepSeek models and provides basic information about each one such as the owner and availability. Use when you need to discover which models are available for API calls.
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.
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 DeepSeek, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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