Keep interview preparation visible
Ask Notis to check the Ashby interview information it can access and create Salesforce tasks for the preparation steps you want tracked.
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
Interview preparation often involves small tasks that are easy to overlook when scheduling and follow-up happen in different places.
- Capture preparation steps as Salesforce tasks
- Review interview information on a recurring schedule
- Make readiness work easier to pick up
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 what available Ashby interview information to review and which preparation steps should become Salesforce tasks.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real interview and verify the task is relevant.
Questions about this workflow
Does this workflow send interview invitations or change schedules?
No. It creates Salesforce tasks from information available in Ashby. Scheduling actions remain in your recruiting process.
How should I define readiness?
List the specific preparation steps or conditions in your instruction. Notis cannot infer an unstated checklist.
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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