Keep aging content from becoming a customer issue
A recurring review can surface pages that deserve a closer look and give the team a Salesforce next step.
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
Older product and support content can linger until a customer discovers that it no longer reflects current guidance.
- Surface aging content on a predictable cadence
- Turn review findings into assigned CRM work
- Keep content upkeep connected to customer needs
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 pages older than the age threshold you provide and create Salesforce review tasks for relevant findings.
- 4Pick a recurring schedule, choose where run reports go, and test with one real example.
Questions about this workflow
Can Notis decide what counts as stale?
Specify an age threshold or other review rule in the prompt. If publish dates are unavailable from the content data, supply the dates or use a different criterion.
Will it create duplicate tasks every run?
The prompt can ask Notis to check for existing open tasks first, using Salesforce data available through its connected actions, and avoid duplicates where possible.
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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