Convert AI-detected next steps into Salesforce tasks
Send conversation notes to Notis and ask it to create tasks for the follow-ups your team agreed to take.
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
Action items buried in meeting notes can be forgotten when everyone moves on to the next priority.
- Capture clear follow-ups while the conversation is still recent.
- Keep tasks connected to the relevant Salesforce record when its identifier is supplied.
- Reduce the effort of turning notes into a to-do list.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, ask Notis to extract only explicit follow-ups and create corresponding Salesforce tasks using supplied details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real set of notes and verify the resulting tasks.
Questions about this workflow
What if the notes do not identify an owner or due date?
Those details are not inferred from the apps. Instruct Notis to omit unavailable values or flag them in the run report.
Can it create a task from every sentence?
No. The instruction should limit task creation to explicit next steps in the submitted notes.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Salesforce. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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