Turn upcoming content review dates into clear next steps
Give customer facing guidance a timely review task before its planned review date arrives.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Review dates are easy to overlook when content upkeep competes with customer work and sales priorities.
- Make upcoming review dates actionable
- Keep customer facing guidance in view
- Reduce reliance on memory and calendar checking
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to find content with review dates in the period you specify and create Salesforce tasks for items tied to customer-facing guidance.
- 4Pick a recurring schedule, choose where run reports go, and test with one real item that has a review date.
Questions about this workflow
What if the CMS does not provide review dates?
A review date must be available in the content data or supplied through your process. Notis cannot infer a date that is not present.
Can the reminder be assigned to a Salesforce owner?
Include an owner reference or tell Notis how to choose one from the available record context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Salesforce. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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