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Notis

Know your Datagma credit balance before research

Set a recurring check to see how many Datagma API credits remain and keep your research plans informed.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

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.

Why this helps

You may only notice a low credit balance after a research task is already underway.

  • Get a recurring view of available API credits.
  • Plan enrichment work with current balance information.
  • Keep a simple balance report in your chosen channel.

Setup

Build it in a few focused steps.

  • 1Connect Datagma once in the Notis portal.
  • 2Create an automation in Automations with a name and prompt.
  • 3In one instruction, ask Notis to retrieve the current Datagma credit balance and summarize it.
  • 4Pick a recurring Notis schedule and choose where run reports should go.
  • 5Test with one real balance check.

Questions about this workflow

How often will it check?

You choose a recurring schedule when selecting the Notis schedule trigger.

Does the action enrich any records?

No. This action retrieves the current credit balance for the authenticated Datagma API account.

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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