Keep the next prospect follow-up on your Salesforce task list
Submit prospect context and a follow-up request, then have Notis create a Salesforce task to make the next step easier to find.
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 prospect can go cold when the follow-up is remembered in a separate note or inbox.
- Put follow-ups in Salesforce
- Keep outreach context near CRM records
- Reduce reliance on memory
Setup
Build it in a few focused steps.
- 1Connect AeroLeads and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a Salesforce task from each webhook's follow-up request and supplied prospect context, linking a record only when a valid Salesforce record ID is included.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real follow-up request and check the resulting task in Salesforce.
Questions about this workflow
Can the task be linked to a Salesforce lead?
Provide the relevant Salesforce record ID in the request. Notis should only link the task when that ID is supplied and valid.
Does this send an email to the prospect?
No. The listed Salesforce action creates a task; it does not send outreach.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Salesforce. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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