Keep interview follow-ups on the list
Turn an interview update into a Salesforce task while the next step is fresh, so follow-up does not depend on remembering to add it later.
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
After interviews, follow-ups can slip when the next action is not captured where the team already tracks work.
- Capture a next step while interview context is fresh
- Reduce missed recruiting follow-ups
- Keep action tracking in Salesforce
Setup
Build it in a few focused steps.
- 1Connect Ashby and Salesforce to Notis once in the portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a Salesforce task from an Ashby interview webhook, using available candidate and interview details to describe the follow-up.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real interview example and review the task.
Questions about this workflow
Will the workflow decide what follow-up is needed?
Notis can use the webhook details and your instruction to describe a task. Be specific about the follow-up you want, and provide any context the request does not include.
Does this update an existing Salesforce task?
No. The selected action creates a new task. Check for an existing task in your process if duplicate follow-ups are a concern.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ashby to Salesforce. A trigger fires from one place; an action lands in another.
Ashby 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.
Ashby and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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