Keep prospect profile updates close to the work
Record meaningful profile changes in Salesforce so the latest prospect context is easy to find during follow-up.
Trigger
Prospect Profile Changed
Triggers when a specific prospect's profile details change (contact info, status, type, source, level, tags, etc.). This trigger monitors a single prospect and fires when any of its core profile fields are modified.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Contact or status changes can get overlooked when prospect information is split between systems.
- Keep prospect context near Salesforce activity
- Create a quick reference for changed profile details
- Reduce repetitive status checks across tools
Setup
Build it in a few focused steps.
- 1Connect Workday and Salesforce once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Describe the outcome in one instruction: summarize relevant profile changes in a Salesforce note attached to the matching record.
- 4Pick Prospect Profile Changed as the trigger and choose where run reports go.
- 5Test with one real prospect profile update.
Questions about this workflow
How does it find the matching Salesforce record?
Specify your matching rule in the instruction, such as a shared identifier when available. Notis needs enough data to identify a valid record.
Will every profile field be copied?
Tell Notis which changed details matter. The note summarizes data available from the trigger.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Workday to Salesforce. A trigger fires from one place; an action lands in another.
Workday triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Absence Balance Changed
Triggers when a worker's absence balance changes. This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful changes.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Balance Details Changed
Triggers when details of a specific balance change (quantity, accruals, adjustments, etc.). This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful field changes.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Interview Feedback Submitted or Updated
Triggers when interview feedback is submitted or updated for a specific interview. This trigger monitors a specific interview and fires when new feedback entries are detected or existing feedback is modified.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Job Posting Changed
Triggers when a specific job posting's details change (title, status, posting dates, location, etc.). This trigger monitors a single job posting and fires when any of its fields are modified.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Job Posting Questionnaire Changed
Triggers when a job posting's candidate questionnaire is added or changed. This trigger monitors a specific job posting's questionnaires and detects any changes including additions, removals, or modifications to questionnaires and questions. Uses snapshot-based diffing to detect meaningful changes.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
New Absence Balance
Triggers when a new absence balance record becomes available for a worker. This trigger monitors a specific worker's absence balances and detects when new balance records appear (e.g., a new plan/bucket becomes available). Uses snapshot-based diffing to compare balance record IDs between polls.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Workday and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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