Turn activation drops into Salesforce follow-ups
Get a short list of accounts to check in with when activation slows, with Salesforce tasks ready for follow-up.
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
Activation changes can hide in analytics until someone remembers to check, leaving useful customer conversations late or forgotten.
- Surface accounts for timely outreach from activation signals.
- Turn an analytics review into actionable Salesforce tasks.
- Keep follow-ups in the system your team already uses.
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 recent Amplitude activation trends and create Salesforce tasks for accounts with a meaningful drop, including the evidence and suggested next step.
- 4Pick a weekly schedule and choose where run reports go.
- 5Test with one real example and confirm the Salesforce task is useful.
Questions about this workflow
What counts as a meaningful activation drop?
State the event, period, and comparison baseline in your instruction. If you do not have a baseline, ask Notis to report the observed change without labeling it a drop.
Will the task link to a Salesforce account?
Ask Notis to associate each task with a matching Salesforce record when the returned data identifies one. If it cannot find a reliable match, it should flag that for review.
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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