Give suppression-list changes that need review a clear owner
When a suppression-list update needs a human check, send the available context to Notis and create a Salesforce task for follow-up.
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
A suppression-list change that needs attention may be overlooked when it lives only in a phone operations workflow.
- Route review work into Salesforce
- Keep an operational follow-up visible
- Include the supplied reason for review in the task
Setup
Build it in a few focused steps.
- 1Connect CallOnTheGo and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Describe that a webhook request for a suppression-list change needing review should create a Salesforce task with the supplied context.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one representative review request and inspect its task details.
Questions about this workflow
Does this remove or change suppression-list entries?
No. The allowed Salesforce action creates a task. The listed CallOnTheGo events do not include suppression-list triggers, so this workflow starts from a Notis webhook.
Can this decide whether an entry is legally compliant?
No legal decision is implied. Use the task to request a human review and provide any relevant policy context in the input.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link CallOnTheGo to Salesforce. A trigger fires from one place; an action lands in another.
CallOnTheGo 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.
CallOnTheGo and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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