Validate a lead email before Salesforce routes it
Give Salesforce's existing assignment rules cleaner lead records to route, while questionable addresses stay visible for review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
A new lead can reach the wrong queue or owner when email quality checks and routing happen in separate steps.
- Apply existing Salesforce assignment rules after an email check.
- Reduce manual handoffs between validation and routing.
- Keep uncertain validation outcomes available for follow-up.
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 lead validation and routing.
- 3Tell Notis to validate the supplied email with Clearout and apply Salesforce assignment rules to the specified lead only when the address is usable.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real lead and verify the validation outcome and routing.
Questions about this workflow
Does this create a lead?
No. It applies Salesforce assignment rules to a specified existing lead. Use a separate workflow when the automation should create the lead.
Does this define new routing rules?
No. Salesforce applies the configured lead assignment rules in your org.
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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