Capture deliverable leads with mailbox risk context
Create the lead when the address is deliverable, and retain mailbox-level findings so the team has context before outreach.
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
A simple deliverable label can hide mailbox details that matter to how a prospect should be approached.
- Capture mailbox and risk findings included in the request.
- Give the sales team more context before contacting a new lead.
- Create lead records only when the result meets the stated deliverability condition.
Setup
Build it in a few focused steps.
- 1Connect Bulk Email Checker and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to create a lead for deliverable results and include submitted mailbox and risk details in the lead description.
- 4Choose the webhook trigger and select where run reports should go.
- 5Send one real result with required lead details and confirm the lead context.
Questions about this workflow
Can the mailbox details be stored in a custom field?
This workflow uses the lead description unless you supply a suitable existing field and your Salesforce setup supports it.
Does this create leads for risky results?
Specify that only deliverable outcomes should create a lead.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bulk Email Checker to Salesforce. A trigger fires from one place; an action lands in another.
Bulk Email Checker 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.
Bulk Email Checker and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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