Enrich sales lead tasks before outreach
Give every phone based lead a useful context snapshot before the first call.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Get Phone Number Information
Tool to retrieve detailed information about a specific phone number, including reputation, business and carrier details, and ftc complaints. use when the number is in e.164 format and set hlr=true to include hlr data (adds 1-3 seconds to response).
Why this helps
Sales tasks often contain a number but lack the context needed for a confident first touch.
- Shorten lead research time
- Improve first call preparation
- Spot questionable lead numbers
Setup
Build it in a few focused steps.
- 1Connect Todoist and Callerapi once in the Notis portal.
- 2Create an automation for new sales lead tasks containing E.164 numbers.
- 3Tell Notis to summarize caller, business, carrier, reputation, and complaint details.
- 4Pick Todoist New Task Created as the trigger.
- 5Select a report channel and test with one real lead task.
Questions about this workflow
Can this replace lead qualification?
It supplies phone intelligence for qualification; your existing sales criteria still apply.
What if the number is not E.164?
Ask Notis to report that formatting is required before lookup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Callerapi. A trigger fires from one place; an action lands in another.
Todoist triggers
Callerapi actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Phone Number Information
Tool to retrieve detailed information about a specific phone number, including reputation, business and carrier details, and ftc complaints. use when the number is in e.164 format and set hlr=true to include hlr data (adds 1-3 seconds to response).
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get User Information
Tool to retrieve information about the authenticated user, including email and credit usage details. use after authentication to fetch credits spent, monthly allocation, and credits left.
New Task Created
Trigger when a new task is added to Todoist.
Connect any two apps with Notis in the middle.
Todoist and Callerapi, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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