Turn email review findings into a Salesforce task queue
Let Clearout flag addresses for attention, then turn only the review cases into tracked Salesforce work.
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
Email review findings are easy to lose when they live only in a report and no one owns the next step.
- Convert specified review cases into trackable Salesforce tasks.
- Keep routine clean results out of the follow-up queue.
- Use existing record references to attach tasks correctly.
Setup
Build it in a few focused steps.
- 1Connect Clearout and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the lead review queue.
- 3Tell Notis to list leads in a bounded scope, validate available email addresses with Clearout, and create a Salesforce task only for a lead requiring review with an available record reference.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and verify that tasks are created only for review cases.
Questions about this workflow
Which leads get tasks?
Only leads whose validation results call for review, based on the instruction you provide. Clearout outcomes should be reported accurately and not treated as a guarantee of deliverability.
What if a lead requires review but has no record reference?
The automation should report that case for manual handling rather than create a task attached to an unknown record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clearout to Salesforce. A trigger fires from one place; an action lands in another.
Clearout 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.
Clearout and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Salesforce.