Keep prospect research with its Salesforce record
Store useful validation context and research alongside the Salesforce record, so you can pick up the conversation without retracing your steps.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Email checks and prospect findings can end up scattered across tools, leaving the record without the context needed for a follow-up.
- Keep supplied research and validation context attached to a Salesforce record.
- Make prospect context easier to find during follow-up.
- Avoid writing a note when the target record or source details are missing.
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 prospect research notes.
- 3Tell Notis to validate the email with Clearout and create a note on the specified Salesforce record containing the supplied findings and validation result.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real prospect and verify the note is attached to the intended record.
Questions about this workflow
Does the workflow independently find prospect details?
The source description supports finding and enriching prospects, but this workflow starts from a webhook request. Include the prospect context and Salesforce record reference needed for the note.
What happens if the record reference is missing?
The automation should report the missing reference rather than attach a note to an unintended 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
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