Make Apify research follow-ups actionable in Salesforce
Give promising findings a next step in the CRM, with the research context included so you can pick up where you left off.
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
Research uncovers potential next steps, but those intentions often disappear when the browser tab closes.
- Turn a finding into a trackable next step.
- Keep task context close to the research that prompted it.
- Reduce the chance that promising follow-ups are forgotten.
Setup
Build it in a few focused steps.
- 1Connect Apify and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the follow-up workflow.
- 3Tell Notis which incoming findings deserve a Salesforce task and what context to include.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real finding and check the resulting task.
Questions about this workflow
Can it decide which findings deserve a task?
Yes. Describe the criteria in your instruction. Ask Notis to report borderline cases rather than creating tasks when the finding is unclear.
Can it link a task to a Salesforce record?
Include a valid Salesforce record identifier in the supplied context when you want the task associated with a specific record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Apify to Salesforce. A trigger fires from one place; an action lands in another.
Apify 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.
Apify and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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