Create Salesforce contacts from verified email results
Capture a deliverable prospect as a Salesforce contact with the person and account context supplied in the request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create contact
Creates a new contact in salesforce with the specified information.
Why this helps
Creating contacts from unchecked addresses can add unreliable records and create cleanup work for the team.
- Create contacts only for results that meet your stated deliverability condition.
- Use the submitted person details and optional existing account ID.
- Keep questionable addresses from creating new contact records.
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 contact for deliverable results using the supplied person details and account ID when provided.
- 4Choose the webhook trigger and select where run reports should go.
- 5Send one real deliverable result and confirm the contact details in Salesforce.
Questions about this workflow
What information should be included?
Include the verification result, contact details such as last name, and an existing account ID if the contact should be associated with an account.
What happens to risky results?
Specify that Notis should skip contact creation when a result is risky or undeliverable.
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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