Make phone checks part of your Salesforce follow-up
Have Notis check the supplied number, then put the next action in Salesforce as a task.
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
A follow-up task is less useful when the phone number has not been checked and the verification is buried in another tool.
- Check the number before acting on it.
- Create a task while the prospect context is at hand.
- Keep follow-up instructions in Salesforce.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Salesforce once in the Notis portal.
- 2Create an automation named for verified phone follow-up.
- 3Tell Notis to verify the submitted phone number with Abstract and create a Salesforce task containing the provided follow-up details and verification outcome.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real phone number and inspect the task.
Questions about this workflow
Does the workflow call the prospect?
No. It verifies the submitted number and creates a Salesforce task for your team.
What if the number is invalid?
Instruct Notis whether to create a review task or skip task creation when Abstract reports a problem.
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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