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Notis

Make invalid email results a Salesforce follow-up

Put questionable contact data on a short review list instead of letting it disappear in an export.

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

Invalid email results often get noticed once, then buried before anyone updates the record.

  • Create a visible task for each qualifying result.
  • Include context from the webhook for quicker review.
  • Reduce the chance that bad addresses go unresolved.

Setup

Build it in a few focused steps.

  • 1Connect ApexVerify and Salesforce once in the Notis portal.
  • 2Create an automation in Automations, New Automation, with a clear name and prompt.
  • 3Tell Notis to create a Salesforce task when an ApexVerify result marks an email invalid, using the provided record reference and context.
  • 4Pick the webhook trigger and choose a report channel.
  • 5Test with one real invalid result and check the task in Salesforce.

Questions about this workflow

Will the automation find the Salesforce record from an email address by itself?

This action creates a task. Include the Salesforce record reference in the webhook if the task should relate to a specific record.

Can it handle a batch result?

Yes, if the webhook supplies individual results and the prompt asks Notis to create a task for each qualifying item.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link ApexVerify to Salesforce. A trigger fires from one place; an action lands in another.

ApexVerify triggers

Salesforce actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add contact to campaign

Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

ActionInstant

Add lead to campaign

Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Associate contact to account

Associates a contact with an account by updating the contact's accountid field.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

ApexVerify and Salesforce, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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