Create follow-up tasks for deliverable prospects
Pair a confirmed address with a clear next action, so a good prospect does not disappear after verification.
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
A valid address is useful only if someone remembers to follow up and can find the prospect context quickly.
- Create a next step when an address is confirmed deliverable.
- Keep submitted prospect and verification context with the task.
- Reduce the gap between checking an address and acting on it.
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 Salesforce follow-up task for deliverable results using the submitted prospect details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Send one real deliverable result and review the task details.
Questions about this workflow
Can this task be linked to a lead or contact?
Include the relevant Salesforce record ID in the request and instruct Notis to link the task to it.
Can I control which results create tasks?
Yes. State the deliverability outcomes that should qualify in the automation instruction.
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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