Recheck phone context when a Salesforce contact changes
Keep phone research connected to contact changes, so your team can revisit a number when its record is updated.
Trigger
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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
A changed contact record can go unnoticed, and teams may continue working from stale phone context.
- Prompt a review when a contact record changes.
- Summarize current Callerapi details for the contact's E.164 number.
- Make follow-up decisions with fresher phone context.
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.
- 3Tell Notis to look up the contact's current E.164 phone number after an update and summarize the result.
- 4Pick the Contact Updated trigger and choose where run reports should go.
- 5Test with one real contact update that includes an E.164 phone number.
Questions about this workflow
Does every contact update run the lookup?
The Contact Updated event fires when an existing contact is modified. Notis can look up the current number as instructed.
Will the workflow change the contact's phone field?
No. Get Phone Number Information retrieves details; it does not write changes to Salesforce.
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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