Turn follow-up emails into Salesforce tasks
When a message needs a next step, Notis can create a Salesforce task from the email context. Keep follow-ups visible without having to stop and log each one yourself.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
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
Follow-up commitments are easy to lose when they stay in an inbox instead of your task list.
- Keep email follow-ups visible in Salesforce
- Spend less time switching between inbox and CRM
- Capture next steps while the message is fresh
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Salesforce once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language from any channel.
- 3Describe that emails requiring follow-up should create a Salesforce task using the message context.
- 4Pick Agent mail's New Email Received trigger and choose where run reports should go.
- 5Test with one real email that needs a next step.
Questions about this workflow
Does every new email create a task?
Describe in your instruction which new messages need follow-up. The automation starts on a new email and uses the outcome you specify.
Can the email provide the task context?
Yes, Notis can use the message content to describe the follow-up. Provide any missing details in your instruction.
How do I know whether the task was created?
Choose where run reports should go during setup and test the automation with a real message.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Salesforce. A trigger fires from one place; an action lands in another.
Agent mail 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.
New Email Received
Trigger for new emails in an AgentMail inbox
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.
Agent mail and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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