Give failed phone checks a clear next step
When a submitted number needs attention, put the correction or review request into Salesforce.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Bad or uncertain numbers can block outreach, and the reason for the delay may be unclear to the next person.
- Make phone data issues visible to the team.
- Capture the reason for follow-up in Salesforce.
- Avoid relying on memory to revisit a failed check.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Salesforce once in the Notis portal.
- 2Create an automation for phone verification follow-up.
- 3Tell Notis to verify the submitted phone number with Abstract and create a Salesforce task if it does not meet the criteria you specify.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with an example that should produce a review task.
Questions about this workflow
Does a failed check delete or change a contact?
No. This workflow creates a task; it does not delete or update a contact.
Can I include the submitted number in the task?
Yes. Instruct Notis to include the provided number and the available verification result in the task details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Salesforce. A trigger fires from one place; an action lands in another.
Abstract 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.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
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.
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.
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.
Abstract and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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