A quick text for every new Salesforce lead
New inquiries get a clear acknowledgment while you stay focused on the work in front of you.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Send SMS Messages
Tool to send one or more SMS messages via ClickSend. Use when you need to send SMS messages to recipients. Supports up to 1000 messages per API call and provides detailed status for each message.
Why this helps
A new lead can sit untouched while you switch between Salesforce and your messaging tool, leaving prospects unsure whether their inquiry reached anyone.
- Acknowledge new inquiries without opening another app.
- Set a consistent expectation for when someone will follow up.
- Keep the message focused on a useful next step.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and ClickSend once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, tell Notis to send a concise acknowledgment SMS for each new Salesforce lead, using available lead details and approved message wording.
- 4Pick the Salesforce New Lead trigger and choose where run reports should go.
- 5Test with one real lead and confirm the message reads well and reaches the intended number.
Questions about this workflow
Can the text include the lead's name?
Tell Notis to personalize the message with details returned for the lead. Keep the instruction limited to information Salesforce provides.
Can I control what the text says?
Yes. Include the approved message wording and the follow-up expectation in your instruction.
How does the automation start?
It starts when Salesforce creates a new Lead.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to ClickSend. A trigger fires from one place; an action lands in another.
Salesforce triggers
ClickSend actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Account Usage by Subaccount
Tool to retrieve account usage statistics by subaccount for a specific month and year. Use when you need to view usage breakdown across subaccounts for billing or monitoring purposes.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Send Account Activation Token
Tool to send an account activation token for verification. Use when you need to verify a new user account via SMS or other verification method.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Verify New Account
Tool to verify a new ClickSend account using an activation token. Use when you need to activate a newly created account with the token received during registration.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Calculate Post Letter Price
Tool to calculate the price for sending post letters without actually sending them. Use when you need to estimate the cost of postal letters before sending.
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.
Calculate SMS Campaign Price
Tool to calculate the price for an SMS campaign before sending. Use when you need to estimate costs for an SMS campaign to a contact list. Pricing depends on the number of recipients, message length, and destination countries.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Create Email Delivery Receipt Automation
Tool to create an email delivery receipt automation rule in ClickSend. Use when you need to set up automated actions to trigger when email delivery receipts are received.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Create Inbound Fax Automation
Tool to create a new inbound fax automation rule in ClickSend. Use when you need to set up automated actions to trigger when inbound faxes are received.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Create Fax Delivery Receipt Automation
Tool to create a fax delivery receipt automation rule in ClickSend. Use when you need to set up automated actions to trigger when fax delivery receipts are received.
Connect any two apps with Notis in the middle.
Salesforce and ClickSend, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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