Keep potential inquiries visible after verification exceptions
A verification problem does not always mean an inquiry should be lost. Create a Salesforce lead for cases your team wants to assess further.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
Potential business can be overlooked when an exception ends the phone verification path without a CRM record.
- Retain potential inquiries that need a closer look.
- Keep the verification issue available to the lead owner.
- Let your team decide the right next step.
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 lead capture.
- 3Tell Notis which verification exceptions still represent an inquiry and to create a Salesforce lead from the supplied details.
- 4Choose the webhook trigger and where Notis should send run reports.
- 5Test with one real exception request that includes the required lead details.
Questions about this workflow
Does every failed verification create a lead?
No. Define which exceptions still represent a potential inquiry in your instruction. Callerapi must send the reason and caller details to Notis.
What Salesforce details are needed?
Salesforce lead creation generally requires a last name and company. Include those details in the request or the lead may not be created.
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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