Close Salesforce tasks after completed follow-ups
When a follow-up is complete in your process, send its Salesforce task ID to Notis to mark the task completed.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Complete task
Marks a task as completed with optional completion notes. this is a convenience action that updates the task status to 'completed'.
Why this helps
Finished work still creates mental clutter when its Salesforce task remains open.
- Clears completed work from open task lists.
- Uses the Salesforce task ID provided in the request.
- Can retain completion notes supplied with the signal.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for completed follow-up closure.
- 3Tell Notis in one instruction to complete the Salesforce task identified in the webhook request and include any supplied completion notes.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Send one real completion signal with a task ID and verify the task status.
Questions about this workflow
Does this detect task completion in Agile CRM automatically?
No Agile CRM event triggers are available. Send an HTTP request to the Notis webhook when your process confirms the follow-up is complete.
What if there is no Salesforce task ID?
The action needs a specific task to update. Provide its valid Salesforce ID in the request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Salesforce. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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