Triage lead records tied to repeat spam callers
Give the team a focused list of lead records to review when Callerapi context indicates a repeat spam pattern.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List leads
Lists leads from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Spam-related caller data can distract the team or contaminate follow-up when it is not connected to the lead review process.
- Keep suspicious caller context visible during lead review.
- Focus a scheduled check on records needing human judgment.
- Reduce repeated investigation across tools.
Setup
Build it in a few focused steps.
- 1Connect Callerapi and Salesforce once in the Notis portal.
- 2Create an automation and name it for repeat spam lead triage.
- 3Tell Notis to list Salesforce leads and identify those matching repeat spam caller context you provide.
- 4Choose the recurring schedule trigger and where Notis should send run reports.
- 5Test with one real lead and the relevant Callerapi spam context.
Questions about this workflow
Can Notis determine repeat spam from a single lead record?
Only if the record or supplied context contains the relevant history or Callerapi repeat indicator. A baseline or call history not provided cannot be inferred.
Does this delete or suppress leads?
No. The selected action lists leads for review. The team can decide what follow-up is appropriate.
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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