Keep Lead Verification Findings with the Record
Give sales teams a readable record of what Bettercontact could verify about a chosen lead set.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Teams repeat email and phone checks when verification results are not recorded with the lead.
- Keep verification outcomes easy to find
- Reduce repeated checks
- Make missing details visible for follow-up
Setup
Build it in a few focused steps.
- 1Connect Bettercontact and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis which leads to review and to add a note only when Bettercontact returns useful verification findings.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real lead and confirm the note content.
Questions about this workflow
Does a note change the lead fields?
No. This action records findings as a note. Specify separately if you want Notis to update lead data.
How should unavailable details be recorded?
You can ask Notis to report unavailable results in the run report without creating an empty note.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bettercontact to Salesforce. A trigger fires from one place; an action lands in another.
Bettercontact 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.
Bettercontact and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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