Close the Season With a Useful Customer Review
Make space to capture what worked and what to improve while the season is still recent.
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
Seasonal work often ends without a structured review, so useful lessons disappear before the next cycle.
- Prompt a review near the season milestone.
- Keep lessons connected to the customer or activation.
- Make next season planning easier to start.
Setup
Build it in a few focused steps.
- 1Connect Api sports and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis which season end or milestone to watch and which Salesforce account or campaign should receive the retrospective task.
- 4Pick a recurring schedule trigger and choose where run reports go.
- 5Test with a known season milestone and review the task.
Questions about this workflow
Can it write the retrospective itself?
This workflow creates a Salesforce task. You can specify questions or review topics for the task description.
What if the season end is not available from Api sports?
Provide the milestone date or another explicit condition for Notis to use.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Api sports to Salesforce. A trigger fires from one place; an action lands in another.
Api sports 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.
Api sports and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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