Add verified callers to Salesforce as contacts
Keep useful verified callers easy to find in Salesforce by turning the details in a Callerapi request into a contact.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create contact
Creates a new contact in salesforce with the specified information.
Why this helps
Verified caller details can stay trapped in call tooling, making future conversations harder to recognize.
- Keep verified caller details in Salesforce.
- Make future conversations easier to identify.
- Avoid re-entering caller information by hand.
Setup
Build it in a few focused steps.
- 1Connect Callerapi and Salesforce once in the Notis portal.
- 2Create an automation and name it for verified caller contact capture.
- 3Tell Notis to create a Salesforce contact when the request indicates a verified caller worth retaining.
- 4Choose the webhook trigger and where Notis should send run reports.
- 5Test with one real request that includes the caller's last name and available contact details.
Questions about this workflow
What details are required for a Salesforce contact?
A last name is required. Include any other details your team wants to keep, and a valid account reference if the contact should be associated with an account.
Does Callerapi automatically decide which callers belong in Salesforce?
No. Describe the criteria in your Notis instruction and include the needed caller and verification details in the webhook request.
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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