Keep opportunity contact emails ready for follow-up
Give active opportunity follow-ups a quick email quality check, then review which supplied contact addresses need attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List opportunities
Lists opportunities from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
A contact email that is invalid or uncertain can slow down a time-sensitive opportunity follow-up.
- Focus email checks on a defined set of opportunities.
- See validation results before preparing outreach.
- Keep review results separate from record changes.
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 opportunity contact review.
- 3Tell Notis to list opportunities in the agreed scope, validate only contact email addresses supplied in the available results with Clearout, and report uncertain or unusable results.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and confirm that the selected opportunities and email results are appropriate.
Questions about this workflow
Does the opportunity list action guarantee contact emails are included?
No. The workflow should validate only addresses present in the returned data or supplied in the request, and report when an opportunity lacks a usable contact email.
Will this update opportunities or contacts?
No. It is a scheduled review that reports validation results.
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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