Know more about a contact's number when it is added
Get a focused phone intelligence summary as new contacts enter Salesforce, without leaving your normal workflow.
Trigger
New Contact Trigger
Triggers when a new Contact 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
Contact records can pile up before anyone has checked whether an unfamiliar phone number deserves a closer look.
- Bring phone context into new contact review.
- Spot reputation signals before planning outreach.
- Keep the lookup summary with your normal automation reports.
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 in one instruction to look up each new contact's E.164 number and summarize the result.
- 4Pick the New Contact trigger and choose where run reports should go.
- 5Test with one real contact that has an E.164 phone number.
Questions about this workflow
Does this update the Salesforce contact?
The Callerapi action retrieves information. This workflow reports the result; it does not update the contact record.
What if a new contact has no usable number?
Ask Notis to report that the number is missing or not in E.164 format instead of attempting a lookup.
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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