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Notis

Find a mobile number for new leads

When a lead arrives with contact identifiers, Datagma can search for mobile numbers and return confidence details for review.

Trigger

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

Action

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.

Why this helps

A lead may be ready for a timely call, but finding a phone number can delay the first conversation.

  • Search as soon as a new lead is created.
  • Use email or LinkedIn profile URL as lookup inputs.
  • Review confidence scores and optional WhatsApp verification.

Setup

Build it in a few focused steps.

  • 1Connect Salesforce and Datagma once in the Notis portal.
  • 2Create an automation in Automations by entering a name and prompt.
  • 3In one instruction, ask Notis to search for the new lead's mobile number using the available email and LinkedIn profile URL, then summarize confidence details.
  • 4Pick the Salesforce New Lead trigger and choose where run reports should go.
  • 5Test with one real lead that has an email or profile URL.

Questions about this workflow

What inputs can the search use?

Datagma accepts email addresses and/or LinkedIn profile URLs. Best results come from providing both.

Will the workflow add the number to the lead?

The listed action returns phone numbers and confidence details. It does not update Salesforce.

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.

TriggerScheduled

Detect Job Change

Tool to detect if a contact changed jobs. Use when verifying a contact’s current employment details by email.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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).

ActionInstant

Account Created or Updated

Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

TriggerPolling

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.

ActionInstant

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

TriggerPolling

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.

ActionInstant

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.

TriggerPolling

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

ActionInstant

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

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.

ActionInstant

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

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).

ActionInstant

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

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.

ActionInstant

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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