Get caller context for every new Salesforce lead
See useful caller details alongside a new lead, so your team can make a more informed first contact.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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 new lead can arrive with an unfamiliar number, leaving your team to research it before deciding how to follow up.
- Review caller reputation before reaching out.
- See business, carrier, and FTC complaint details in one report.
- Reduce manual number research during lead triage.
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 each new lead's E.164 phone number and summarize the Callerapi result.
- 4Pick the New Lead trigger and choose where run reports should go.
- 5Test with one real lead that has a phone number in E.164 format.
Questions about this workflow
What phone number format does Callerapi need?
The number must be in E.164 format for this lookup.
Can the lookup include HLR data?
Yes. Ask Notis to include HLR data. Callerapi notes that this adds 1 to 3 seconds to the response.
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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