Turn verified inbound emails into Salesforce leads
Check an email before it enters your pipeline, then send usable lead details to Salesforce in one automated run.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
Manually checking new email addresses before creating leads adds a step that is easy to forget when inquiries arrive in bursts.
- Reduce invalid email addresses in newly created leads.
- Keep lead creation tied to a specific inbound request.
- Leave incomplete submissions for review instead of creating a lead with missing required details.
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 give it a clear name.
- 3Tell Notis to validate the submitted email with Clearout and create a Salesforce lead only when the address is usable and the required lead details are present.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real submission and confirm the validation result and lead details.
Questions about this workflow
What starts this workflow?
An HTTP request to the Notis webhook starts the automation. Clearout does not provide a trigger event for this workflow.
Will it create a lead if the request lacks required details?
The instruction should require the details Salesforce needs, including a last name and company, before creating a lead. Incomplete requests can be reported for review.
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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