Keep SMS leads from slipping through the cracks
Send an inbound lead text into your workflow and let Notis create a Salesforce task with the message context and a clear follow-up action.
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
A promising text arrives while you are busy, then gets buried before anyone logs the follow-up in Salesforce.
- Capture the conversation as a concrete next step
- Reduce manual copying between messaging and CRM
- Keep follow-up visible in the Salesforce task list
Setup
Build it in a few focused steps.
- 1Connect Android Texter and Salesforce once in the Notis portal.
- 2Create an automation in Automations > New Automation and give it a clear name.
- 3Tell Notis to create a Salesforce task from inbound lead texts, including available sender and message context.
- 4Choose the webhook trigger and the channel for run reports.
- 5Test with one real inbound SMS webhook example.
Questions about this workflow
Does Android Texter provide a built-in trigger for this?
No. Android Texter exposes no trigger events here, so the automation starts from a Notis webhook request.
What if the webhook does not include a Salesforce lead or contact ID?
Notis can create a task using the available text context, but associating it with a specific Salesforce record requires a valid record reference or additional lookup logic.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Android Texter to Salesforce. A trigger fires from one place; an action lands in another.
Android Texter 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.
Android Texter and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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