Keep Ascora job follow-ups in Salesforce
Send an Ascora job update to Notis and create a Salesforce task with the details your team needs to follow through.
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
Job updates can land in one system while customer follow-ups are tracked in another.
- Create a Salesforce task from a job update request.
- Keep job context with the customer follow-up.
- Reduce manual re-entry between Ascora and Salesforce.
Setup
Build it in a few focused steps.
- 1Connect Ascora and Salesforce in the Notis portal once.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a Salesforce task from each webhook request containing an Ascora job update, using supplied customer and job details.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real job example and review the task.
Questions about this workflow
Does Ascora start this automation with a built-in event?
No. Ascora has no listed trigger events, so an HTTP request to the Notis webhook starts this automation.
What if the request does not identify a Salesforce record?
Have Notis use the customer details provided to find an appropriate record. If it cannot identify one confidently, it should report that rather than create a task against the wrong record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ascora to Salesforce. A trigger fires from one place; an action lands in another.
Ascora 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.
Ascora and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Salesforce.