Keep address verification details on Salesforce records
Keep the reason an address was accepted or flagged close to the customer record your team already uses.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Verification context can disappear when address results live outside the customer record.
- Preserve verification context with the Salesforce record.
- Make the address decision easier for teammates to understand.
- Avoid searching separate tools for the original result.
Setup
Build it in a few focused steps.
- 1Connect Addresszen and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to add a note to the Salesforce record identified in each request, using the supplied address result and explanation.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real verification result and a valid Salesforce record ID.
Questions about this workflow
What is required to attach a note?
The request needs a valid Salesforce record ID, plus the verification details you want included.
Can the workflow verify the address?
The webhook carries the verification result. No Addresszen verification trigger is available in this package.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addresszen to Salesforce. A trigger fires from one place; an action lands in another.
Addresszen 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.
Addresszen and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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