See the population context behind new leads
A new lead can prompt a quick look at its market. Have Notis retrieve population estimates for the geography you specify and provide a short summary.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Get Population Estimates
Tool to retrieve population estimates program (pep) data for a specified vintage and dataset. use when you need population or demographic estimates for specific geographies.
Why this helps
Researching every lead's location manually interrupts follow-up and makes it easy to skip useful context.
- Get population estimates for a lead's known geography.
- Receive a concise summary with the lead-triggered run report.
- Keep the requested vintage and dataset explicit.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Census bureau once in the Notis portal.
- 2Create an automation with a name and report channel.
- 3In one instruction, specify the lead geography to use, population estimate vintage and dataset, and the summary needed.
- 4Choose New Lead as the trigger, then test with one real lead example.
Questions about this workflow
Does the workflow infer a lead's geography?
It can use geography present in the lead event or identified by your instruction. If the event does not include enough detail, provide the geography before expecting a location-specific result.
Can it rank leads by market size?
It can summarize or compare retrieved estimates when the instruction defines the comparison. A population estimate alone does not establish lead quality or buying intent.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Census bureau. A trigger fires from one place; an action lands in another.
Salesforce triggers
Census bureau actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get ACS 1-Year Estimates
Tool to retrieve 1-year american community survey (acs) estimates for a specified geography. use when you need the most recent annual acs data for a given area.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get ACS 5-Year Estimates
Tool to retrieve 5-year american community survey estimates for a specified year. use when detailed acs data by geography and variables is required.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Get American Business Survey
Tool to retrieve annual business survey (abs) data for a specified year and endpoint.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Get Community Resilience Estimates
Tool to retrieve community resilience estimates for a specified year. use after selecting variables and geography to get cre data for analysis.
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.
Get County Business Patterns
Tool to retrieve county business patterns (cbp) data for a specified year. use when you need county-level business establishment and employment statistics filtered by industry and geography.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Get Decennial Census Data
Tool to retrieve decennial census data for a specified vintage and dataset. use when you need census variables for a given geography.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Get Population Estimates
Tool to retrieve population estimates program (pep) data for a specified vintage and dataset. use when you need population or demographic estimates for specific geographies.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Get Variable Details
Tool to retrieve metadata for a specific variable in a census dataset for a given year. use when you need the label, concept, data type, attribute codes, and valid-value constraints.
Connect any two apps with Notis in the middle.
Salesforce and Census bureau, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Census bureau.