Turn a voice brief into a tracked Salesforce follow-up
Capture the next sales action while Aivoov makes the brief easy to listen to between calls.
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
Follow-ups discussed in voice notes can disappear before they make it onto the task list.
- Create a Salesforce task from the submitted follow-up request.
- Keep the key instruction available as generated audio.
- Make the next step easier to find after a call.
Setup
Build it in a few focused steps.
- 1Connect Aivoov and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe the outcome in one instruction: generate audio from the submitted sales brief and create a Salesforce task with its requested next step for the supplied record.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real follow-up brief and Salesforce record.
Questions about this workflow
Can Notis infer a due date?
Include the due date in the brief if you want it considered. The automation should not invent one.
Which Salesforce record should the task relate to?
Provide the record context in the webhook request so the task can be associated appropriately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aivoov to Salesforce. A trigger fires from one place; an action lands in another.
Aivoov 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.
Aivoov and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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