Review contact phone verification context in Salesforce
Find contact records that may need a phone detail check before outreach, using the information your team makes available to Notis.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List contacts
Lists contacts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Contact phone data can go stale, and teams often notice only after a call fails or reaches the wrong person.
- Make phone detail reviews part of a regular routine.
- Focus attention on contacts with available verification concerns.
- Avoid manual record-by-record searching.
Setup
Build it in a few focused steps.
- 1Connect Callerapi and Salesforce once in the Notis portal.
- 2Create an automation and name it for contact phone review.
- 3Tell Notis to list Salesforce contacts and summarize those with verification concerns based on available data or caller context you provide.
- 4Choose the recurring schedule trigger and where Notis should send run reports.
- 5Test with one real contact and verify the relevant status is available.
Questions about this workflow
Can this check a contact's current Callerapi status automatically?
Not from the listed events and actions alone. Provide the Callerapi status to Notis or include it in data Notis can review.
Does the workflow change contact records?
No. It lists contacts and summarizes them for review. Updating Salesforce would require an appropriate update action, which is not in the supplied action list.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Callerapi to Salesforce. A trigger fires from one place; an action lands in another.
Callerapi 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.
Callerapi and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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