Find questionable lead emails in a scheduled review
Review a manageable set of Salesforce leads on a cadence you choose, with Clearout checking addresses and Notis reporting what needs attention.
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 quality can drift in a growing lead list, while checking records one by one competes with higher-value founder work.
- Review a selected lead set without manually opening every record.
- Surface validation results for a human decision.
- Use a bounded query to keep scheduled runs focused.
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 email review.
- 3Tell Notis to list a bounded, user-approved set of Salesforce leads, validate their emails with Clearout, and summarize results without changing records.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and verify the selected lead set and reported results.
Questions about this workflow
Does this automatically update lead records?
No. This workflow lists leads and reports validation results. It does not alter records.
What should the lead query include?
Specify a manageable scope in the instruction, such as an agreed date range or other criteria supported by the Salesforce lead list action. Do not assume an unavailable historical baseline.
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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