Turn verified inquiries into Salesforce follow-up tasks
Have Notis check contact details and put the next action on a Salesforce task, so promising inquiries are easier to pick back up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
A good inquiry can disappear between inboxes when nobody creates a clear follow-up task.
- Make the next step visible in Salesforce
- Reduce missed follow-ups after form submissions
- Check reachability before task creation
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to validate the inquiry's contact details with Addressfinder and create a Salesforce task describing the requested follow-up, linked to the supplied record when available.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real inquiry and check the task, due date, and linked record.
Questions about this workflow
Does Addressfinder decide the task due date?
No. Include a due date or timing rule in your instruction or incoming request if you want one.
What if the request has no Salesforce record ID?
Ask Notis to create an unlinked task or report the request for review, depending on your process.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Salesforce. A trigger fires from one place; an action lands in another.
Addressfinder triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Addressfinder and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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