Prepare a focused monthly reputation review for leads
Use a recurring schedule to gather available lead context and check the supplied IP indicators with Abuselpdb.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List leads
Lists leads from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
A manual monthly review can consume time and still leave teams unsure which records need attention.
- Creates a repeatable review summary.
- Highlights findings for human triage.
- Reduces manual lookups across lead records.
Setup
Build it in a few focused steps.
- 1Connect Abuselpdb and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, define the lead selection, available IP source, and the summary format for returned findings.
- 4Pick a monthly schedule and choose where run reports should go.
- 5Test with one lead whose IP context is available.
Questions about this workflow
Does this workflow update leads?
No. It reads the specified leads and reports the findings in the run report.
What if leads lack IP data?
Exclude them or provide another supported source for the IP values in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abuselpdb to Salesforce. A trigger fires from one place; an action lands in another.
Abuselpdb 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.
Abuselpdb and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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