Get a Weekly Contact Snapshot Directly from Salesforce
Every Friday at 5 PM, Notis pulls your full Salesforce contact list and shares it with your team. No more manual exports, no stale data—just current contact info ready for reviews and planning.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List contacts
Lists contacts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Contact lists become stale. Teams manually export Salesforce contacts weekly for reviews, but the process is tedious and data drifts by the time it's shared.
- Always work with current contact data
- Reduce manual exports
- Enable team planning with fresh info
- Catch stale records automatically
Setup
Build it in a few focused steps.
- 1Connect Salesforce to Notis.
- 2Create an automation: 'Every Friday at 5 PM, pull my Salesforce contact list and share it with the team.'
- 3Select 'Recurring (Cron)' as the trigger and set the day and time (e.g., Friday, 5:00 PM).
- 4Choose how Notis shares the list (Slack, email, or download link in portal).
- 5Test by running the automation manually and reviewing the contact list format and completeness.
Questions about this workflow
Can I filter the contact list by account, region, or status?
Yes. Specify filters in the automation prompt (e.g., 'Only include active contacts in the US') and Notis will apply them.
What format does the contact list come in?
CSV, JSON, or direct Slack message depending on your preference. Notis formats it for easy review and analysis.
What if I need the list on a different day or time?
You can change the schedule anytime in the automation settings. Notis supports daily, weekly, or custom schedules.
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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