Review lead content for safety as soon as it arrives
New lead text can be reviewed for safety before your team uses it in messages or other automations.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Moderation Completion
Tool to classify input text or image for safety using a moderation model. use after receiving user-generated content to filter out unsafe material.
Why this helps
Reviewing every new lead note by hand adds another interruption to an already busy sales day.
- Flag potentially unsafe text early
- Reduce manual screening of new lead content
- Keep moderation results available for follow-up
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Ai ml api once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to moderate text available from each new lead and report the result for review.
- 4Pick New Lead Trigger as the trigger and choose where run reports should go.
- 5Test the automation with one real new lead example.
Questions about this workflow
What starts this workflow?
It starts when Salesforce creates a new Lead.
What content is moderated?
Ask Notis to use the text available in the lead data. If the relevant text is not returned, supply it in the instruction or your process.
Does moderation automatically delete or change a lead?
No. The selected action classifies input text or images for safety; it does not update Salesforce records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Ai ml api. A trigger fires from one place; an action lands in another.
Salesforce triggers
Ai ml api actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Moderation Completion
Tool to classify input text or image for safety using a moderation model. use after receiving user-generated content to filter out unsafe material.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Text Chat Completion
Tool to generate text completions or chat responses using a specified llm model. use after assembling the conversation history to produce the next response.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce and Ai ml api, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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