Protect sensitive text in new Salesforce Leads
Keep lead intake moving while reducing exposure of private strings in the record.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Anonymize Value
Tool to anonymize a string or array of string values. use when you need to conceal sensitive text before storage or transmission. example: `anonymizevalue().execute(anonymizevaluerequest(data=['secret']))` limitations: only supports list of strings, not nested structures.
Why this helps
Lead details can quickly spread into outreach notes and internal handoffs, leaving little time for a privacy review.
- Add a privacy-oriented step to Lead intake.
- Reduce manual review before downstream handling.
- Keep the action focused on sensitive string values.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Anonyflow once in the Notis portal.
- 2Create an automation and add a plain-language instruction.
- 3Ask Notis to identify sensitive strings in each new Lead and anonymize those values with Anonyflow.
- 4Choose New Lead Trigger and select where reports should go.
- 5Test with one real new Lead.
Questions about this workflow
Does this include existing Lead updates?
No. New Lead Trigger fires when a Lead is created. The listed Salesforce triggers do not include a Lead-updated event.
Does anonymization modify the Salesforce Lead record?
The listed Anonyflow action anonymizes values passed to it. This workflow description does not imply a Salesforce write-back action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Anonyflow. A trigger fires from one place; an action lands in another.
Salesforce triggers
Anonyflow actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Anonymize Value
Tool to anonymize a string or array of string values. use when you need to conceal sensitive text before storage or transmission. example: `anonymizevalue().execute(anonymizevaluerequest(data=['secret']))` limitations: only supports list of strings, not nested structures.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Deanonymize Packet
Tool to deanonymize a json data packet using your private key. use after receiving an anonymized packet to recover specific fields.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Deanonymize Value
Tool to deanonymize one or more anonymized string values. use when you need to recover the original plaintext values after encryption-based anonymization. example: `deanonymizevalue().execute(deanonymizevaluerequest(data=["<anonymized string>"]))`
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Test Connection
Tool to test the connection to the anonyflow api. use when verifying that the anonyflow service is reachable and operational before performing anonymization tasks. example: `testconnection().execute(testconnectionrequest())`
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 Anonyflow, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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