Keep opportunity follow-ups current with product activity
Use recent usage context to help your team close the loop on Salesforce follow-up tasks tied to open opportunities.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Opportunity follow-ups can remain open after the customer has already taken the expected product step, cluttering the team's task list.
- Review product activity alongside open sales follow-ups.
- Reduce stale Salesforce tasks when the expected action is confirmed.
- Keep task completion grounded in observed evidence.
Setup
Build it in a few focused steps.
- 1Connect Amplitude and Salesforce once in Notis.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to review open opportunity follow-ups and recent Amplitude activity, completing a Salesforce task only when the task's stated next step is confirmed by the data.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and verify the completion decision.
Questions about this workflow
Can Notis infer the task's next step?
Ask the task description to contain a clear expected action. If the next step or the matching product event is ambiguous, Notis should leave the task open and report why.
What opportunity data is available?
The workflow can use Salesforce records returned by the connected integration and Amplitude activity available to it. Specify the opportunity scope in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Amplitude to Salesforce. A trigger fires from one place; an action lands in another.
Amplitude 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.
Amplitude and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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