Keep phone validation findings with the record
Give your team the details they need to review a phone number without searching a separate batch file.
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
Phone exceptions lose their context when validation output and Salesforce records are kept apart.
- Keep selected phone findings with the related record.
- Preserve context from the validation result.
- Make subsequent review easier for teammates.
Setup
Build it in a few focused steps.
- 1Connect ApexVerify and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and provide a name and prompt.
- 3Tell Notis which phone results need a note and to attach a summary to the Salesforce record referenced in the request.
- 4Pick the webhook trigger and select where run reports go.
- 5Test with one real phone result and check the attached note.
Questions about this workflow
Does the workflow need a Salesforce record ID?
Yes, include a valid ID for the existing record where the note should be attached.
Can it create a note for every batch item?
Ask Notis to create notes only for items matching your stated criteria, and include each record reference in the request.
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.
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.
ApexVerify and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Salesforce.