Make the next step visible for verified leads
Once a lead meets your contact-data criteria, give the team a clear first-touch follow-up task.
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
Good leads can lose momentum between contact-data review and the first outreach attempt.
- Create a concrete next step for eligible leads.
- Include the validation context in the follow-up.
- Reduce delays between intake and outreach.
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 enter its name and prompt.
- 3Tell Notis when a lead qualifies from the supplied result and to create a Salesforce first-touch task for the referenced lead.
- 4Pick the webhook trigger and select a report channel.
- 5Test with one real qualifying lead result and confirm the task.
Questions about this workflow
Does this send an email or make a call?
No. The selected action creates a Salesforce task. Your team can use it to carry out the outreach.
What if the lead is not yet in Salesforce?
Include an existing lead reference for the task. Lead creation is a separate workflow using the create lead action.
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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