Check opportunities for suspicious caller context
Give the team a focused pipeline review when caller details raise a concern, using only the Callerapi context available to Notis.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List opportunities
Lists opportunities from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Suspicious caller activity can be missed in pipeline reviews when spam signals and opportunity records are separated.
- Bring available spam indicators into opportunity review.
- Focus human attention on relevant records.
- Keep the process repeatable with a schedule.
Setup
Build it in a few focused steps.
- 1Connect Callerapi and Salesforce once in the Notis portal.
- 2Create an automation and name it for suspicious caller opportunity review.
- 3Tell Notis to list Salesforce opportunities and flag those related to suspicious caller details you provide.
- 4Choose the recurring schedule trigger and where Notis should send run reports.
- 5Test with one real opportunity and the caller context that prompted review.
Questions about this workflow
Can it decide that an opportunity is fraudulent?
No. It can flag records for human review based on the Callerapi spam context and opportunity data available to Notis.
Will Callerapi send spam alerts to this schedule automatically?
Callerapi has no listed trigger event. Supply relevant spam context to Notis for the scheduled run.
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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