Maintain Audit Compliance by Archiving Contacts When Views Change
If your sales team deletes an Airtable view (e.g., 'Inactive Prospects'), Notis automatically archives the related contacts in Salesforce and creates a compliance record so nothing is permanently lost.
Trigger
View Deleted
Triggers when a previously known Airtable view is deleted.
Action
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Why this helps
Deleting Airtable views without updating Salesforce creates orphaned records and compliance gaps. Teams later can't prove what data was removed or when.
- Maintain audit compliance
- Prevent data loss
- Track organizational changes
- Simplify data retention audits
Setup
Build it in a few focused steps.
- 1Connect Airtable and Salesforce to Notis.
- 2Create an automation: 'When a view is deleted from my Airtable base, archive the associated contacts in Salesforce.'
- 3Select 'View Deleted' as the trigger event.
- 4Configure which contacts to archive (by name, status, or other field).
- 5Test by deleting a view in Airtable and verifying contacts are marked as archived in Salesforce with a timestamp.
Questions about this workflow
How does Notis know which contacts belong to a deleted view?
Notis monitors your Airtable base continuously. When a view is deleted, it records which records were in that view and archives them in Salesforce.
Can I recover archived contacts?
Yes. Archived contacts are marked with a flag in Salesforce but not permanently deleted. You can unarchive them or review them in the archive ledger.
What if I delete a view by accident?
Notis logs all deletions and can roll back archival if you undo the deletion within Airtable. Contact support to recover archived contacts.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtable to Salesforce. A trigger fires from one place; an action lands in another.
Airtable triggers
Salesforce actions
Base Metadata Changed
Triggers when an existing Airtable base changes its name or permission level.
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.
Base Schema Changed
Triggers when tables, fields, or views change in an Airtable base.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
User Profile Changed
Triggers when the connected Airtable user's profile information changes.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
View Created
Triggers when a new view is created in an Airtable base.
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.
View Deleted
Triggers when a previously known Airtable view is deleted.
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.
View Metadata Changed
Triggers when an Airtable view changes its name or type.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
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.
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.
Not just Airtable and Salesforce. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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