Connect Salesforce to Datagma
When something happens in Salesforce, Notis takes the next step in Datagma. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from Salesforce to Datagma
Enrich new Salesforce leads with company context
Enrich each new Salesforce lead with Datagma contact and company details so you can qualify it with less research.
Find verified work emails for opportunity contacts
When an opportunity changes, use Datagma to find a verified work email for a named contact at the company.
Check whether Salesforce contacts changed jobs
When a Salesforce contact is updated, ask Datagma to check whether their employment has changed using their email.
Refresh company context when Salesforce accounts change
Enrich an updated Salesforce account with Datagma company information to support account reviews and next steps.
Check Datagma credits after a Salesforce task completes
Use completed Salesforce tasks as a prompt to check the Datagma API credit balance and include it in your run report.
Find a verified work email for new Salesforce contacts
Ask Datagma to find a verified work email for a new contact when you provide the required name and company identifier.
Enrich monitored Salesforce records with Datagma
When selected Salesforce record fields change, ask Datagma to enrich the related person or company for a focused review.
Find phone numbers for opportunity contacts
Search Datagma for mobile numbers tied to an email or LinkedIn profile when a Salesforce opportunity changes.
Search phone numbers when Salesforce contacts change
Use contact updates to prompt a Datagma phone search from the contact's email or LinkedIn profile.
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Datagma. A trigger fires from one place; an action lands in another.
Salesforce triggers
Datagma actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Detect Job Change
Tool to detect if a contact changed jobs. Use when verifying a contact’s current employment details by email.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Enrich Person or Company
Enrich person or company data using LinkedIn URLs, emails, domains, or names. Returns enriched data including: contact information, LinkedIn profiles, company details, work experience, education, phone numbers (with phoneFull), and company metrics. Input types: LinkedIn profile URL (~100% success), email (~60% success), name+company (~90% success), company domain/name, or SIREN number (French companies).
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Find Work Email
Find verified work email address for a person using their name and company. Returns a professionally verified email address with validation metadata including SMTP checks and MX records. Requires either fullName or firstName+lastName, plus company domain or LinkedIn company slug.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Get Credits
Get the current credit balance for the authenticated Datagma API account. Use this to check how many API credits remain before making enrichment calls.
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 Twitter Profile By Email
Retrieve Twitter account information associated with an email address. This action looks up Twitter username and display name for a given email address using Datagma's enrichment database. Returns Twitter username, display name, and the queried email if a match is found, or status 'NOT_FOUND' if no Twitter account is associated with the email. Use this when you need to: - Find someone's Twitter handle from their email address - Verify if an email has an associated Twitter account - Enrich contact data with social media information
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Get Twitter Profile by Username
Enrich Twitter profile data using Datagma's database. Returns contact information (email), social media profiles (LinkedIn, Facebook, GitHub), and professional details (skills, interests, industry) associated with a Twitter username. Note: Not all usernames are in Datagma's database. A 'not found' response (code 5) indicates the username hasn't been indexed yet.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Reverse Phone Lookup
Tool to reverse-lookup information associated with a phone number. Use when you have a phone number and need associated details (e.g., carrier, location).
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Search Phone Numbers
Find mobile phone numbers using email address and/or LinkedIn profile URL. Returns list of phone numbers with confidence scores and optional WhatsApp verification. Best results when both email and LinkedIn URL are provided.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
Automations
Inbox
Migrate background jobs to a durable queue You can cancel it through Stripe
3 daysNotis v3 release update This one’s v3: Notis Manager (desktop app with …
8 daysAdd multi-tenant RBAC User initiates a voice call
13 daysDraft pricing v (tiers, limits, overages) and sanity-check margins
2 weeksVerify analytics events for new features That’s a really interesting automat…
1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Salesforce and Datagma
Connect any two apps with Notis in the middle.
Salesforce and Datagma, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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