Find Salesforce leads that still need phone verification
Give the team a manageable review list of leads whose phone verification appears incomplete in the Salesforce data available to Notis.
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
Leads with uncertain phone details can stall outreach when verification status is scattered or overlooked.
- Surface leads that need phone detail review.
- Create a repeatable review without opening records one by one.
- Use Callerapi verification context when you provide it to Notis.
Setup
Build it in a few focused steps.
- 1Connect Callerapi and Salesforce once in the Notis portal.
- 2Create an automation and name it for lead verification review.
- 3Tell Notis to list Salesforce leads and summarize those needing verification based on available lead fields or Callerapi context you provide.
- 4Choose the recurring schedule trigger and where Notis should send run reports.
- 5Test with one real lead and confirm the available data supports your review criteria.
Questions about this workflow
Does the workflow run phone verification for every lead?
No. The Salesforce action lists leads for review. Callerapi has no listed trigger or action here, so verification itself must happen through your Callerapi process.
What if Salesforce does not store verification status?
The status or relevant Callerapi result must be supplied to Notis or stored in available lead data. Notis cannot assess a field or history it cannot access.
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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