Use normalized email results in lead intake
Reduce address-format inconsistencies while bringing eligible contacts into Salesforce.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
Different email formats and manual copy-paste can make lead records inconsistent.
- Use the normalized email value supplied in the result.
- Apply your own eligibility criteria before creating a lead.
- Reduce retyping during lead intake.
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 name and prompt.
- 3Tell Notis to use the normalized email from the request when creating a Salesforce lead for qualifying results.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real normalized result and review the lead.
Questions about this workflow
Does Notis normalize the email itself?
This workflow uses the normalized value returned by ApexVerify and included in the webhook request.
What else is required to create the lead?
Provide the other required lead details in the request, including last name and company unless your org supports person accounts.
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
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