Bring caller details into task follow-up
When a Salesforce task is created or completed, give your team a phone context summary for the number included in the task context.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
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
Task follow-up can stall when a phone number needs a separate lookup before someone knows how to proceed.
- Attach a phone context summary to task follow-up reports.
- Review caller reputation before deciding on a next step.
- Keep lookup work close to the Salesforce task event.
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.
- 3In one instruction, ask Notis to look up an E.164 phone number present in the task context and report the result; report when none is available.
- 4Pick the Task Created or Completed trigger and choose where run reports should go.
- 5Test with one real task whose context includes an E.164 phone number.
Questions about this workflow
Does the task event always contain a phone number?
Not necessarily. Ask Notis to report when the task context does not include an E.164 number.
Can this automatically call the number?
No. The listed Callerapi action retrieves phone information; it does not place calls.
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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