Add context to account phone numbers
Use account changes as a reminder to investigate a phone number and review any associated carrier or location details Datagma returns.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Action
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).
Why this helps
An unfamiliar number on an account can be hard to assess without interrupting work to search for its context.
- Investigate a phone number from an account review.
- See associated details such as carrier or location when available.
- Keep the lookup result in a run report.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Datagma once in the Notis portal.
- 2Create an automation in Automations and add a name and prompt.
- 3In one instruction, ask Notis to reverse-lookup the account phone number available in the event context and summarize associated details.
- 4Pick the Salesforce Account Created or Updated trigger and select a report channel.
- 5Test with one real account event that includes a phone number.
Questions about this workflow
What does the reverse lookup return?
Datagma can return information associated with a phone number, such as carrier or location.
Does the action need a phone number?
Yes. The reverse lookup starts with a phone number. Make sure one is available in the event context or provided to Notis.
When this happens · Trigger
Do this · Action
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.
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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