Add phone context to Salesforce account changes
Bring caller details into account review whenever a Salesforce account is created or updated.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Action
Get Phone Number Information
Tool to retrieve detailed information about a specific phone number, including reputation, business and carrier details, and ftc complaints. use when the number is in e.164 format and set hlr=true to include hlr data (adds 1-3 seconds to response).
Why this helps
Account phone numbers can be unfamiliar, while researching them separately adds another task to an already busy review.
- Review account phone context alongside account changes.
- See available business, carrier, reputation, and complaint details.
- Reduce separate manual phone research.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Callerapi once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3Ask Notis to look up an account's E.164 phone number and summarize Callerapi details when the account changes.
- 4Pick the Account Created or Updated trigger and choose where run reports should go.
- 5Test with one real account that has a phone number in E.164 format.
Questions about this workflow
Which account changes trigger this?
The Salesforce event triggers when an account is created or updated, using LastModifiedDate to capture both.
Can Callerapi look up a local-format number?
The action instructions specify using an E.164 number. Have Notis report when the account number is not in that format.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Callerapi. A trigger fires from one place; an action lands in another.
Salesforce triggers
Callerapi actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Phone Number Information
Tool to retrieve detailed information about a specific phone number, including reputation, business and carrier details, and ftc complaints. use when the number is in e.164 format and set hlr=true to include hlr data (adds 1-3 seconds to response).
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get User Information
Tool to retrieve information about the authenticated user, including email and credit usage details. use after authentication to fetch credits spent, monthly allocation, and credits left.
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 Callerapi, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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