Keep an eye on Datagma credits from Salesforce activity
When a Salesforce task is completed, Notis can check your Datagma credit balance and report how many API credits remain.
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
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
It is easy to start research work without knowing whether your enrichment account has enough credits for the next lookup.
- See the current Datagma credit balance in a run report.
- Tie a balance check to a relevant Salesforce task event.
- Plan enrichment work with fewer surprises.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Datagma once in the Notis portal.
- 2Create an automation in Automations and provide a name and prompt.
- 3In one instruction, ask Notis to check the current Datagma credit balance and summarize the remaining credits.
- 4Pick the Salesforce Task Created or Completed trigger and choose where run reports should go.
- 5Test with one real task event.
Questions about this workflow
Does this only run when a task is completed?
The trigger can start when a Task is created or when its status changes to Completed. It also supports optional Status or Subject filtering in the trigger setup.
Does checking the balance use enrichment credits?
The listed action retrieves the current credit balance. Check Datagma's account terms for any applicable API usage details.
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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