Check a number before a callback
Make DNC status easy to review when a task signals that a call needs attention.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
Action
Check Phone Number Against DNC Lists
Tool to check if a phone number exists in Federal or internal Do-Not-Call list. Use when you need to verify if a phone number is safe to dial or if it's on a DNC list. Returns status indicating whether phone is OK-TO-DIAL, FEDERAL DNC, INTERNAL DNC, or UNAUTHORIZED.
Why this helps
A callback task can leave you unsure whether a number is cleared for dialing.
- Check Federal and internal DNC status for a phone number.
- See the returned dialing status in the run report.
- Bring the check into a task-driven callback review.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Data247 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, tell Notis which phone number to check against DNC lists when the Task event occurs and to report the returned status.
- 4Choose the Salesforce Task Created or Completed trigger.
- 5Choose where run reports should go, then test with one real task and a supplied phone number.
Questions about this workflow
Does this workflow find the phone number from the task automatically?
Use a number available in the event data or supply the number in the instruction or another available context. The listed trigger can optionally filter by task Status or Subject.
What statuses might Data247 return?
The action returns a status such as OK-TO-DIAL, FEDERAL DNC, INTERNAL DNC, or UNAUTHORIZED.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Data247. A trigger fires from one place; an action lands in another.
Salesforce triggers
Data247 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Salesforce and Data247, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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