Give unresolved phone verification a clear owner in Salesforce
Keep verification exceptions from lingering in a separate tool. Send the request details to Notis and create a task for the next human step.
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
An incomplete verification can block work, but its resolution is easy to forget when the request is buried elsewhere.
- Make unresolved verification visible in Salesforce.
- Keep the supplied reason and caller context with the follow-up.
- Give the team a concrete next action for exceptions.
Setup
Build it in a few focused steps.
- 1Connect Callerapi and Salesforce once in the Notis portal.
- 2Create an automation and name it for verification exception follow-up.
- 3Tell Notis to create a Salesforce task when the request indicates verification needs human resolution, including the reason supplied.
- 4Choose the webhook trigger and where Notis should send run reports.
- 5Test with one real Callerapi verification request that needs attention.
Questions about this workflow
Can this task include the verification failure reason?
Yes, if the reason is included in the request sent to Notis. The task can only reflect information available in that request.
Does this automate the verification itself?
No. This workflow creates a Salesforce follow-up task for a request that needs human resolution. Callerapi handles its own phone verification capability.
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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