Start the week with candidate follow-ups captured
Use a recurring Notis run to review the Ashby candidate information available to your connected agent and put selected follow-ups into Salesforce tasks.
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
Recruiting follow-ups can build up across the week and take time to gather into one actionable list.
- Gather candidate follow-ups on a recurring schedule
- Turn selected next steps into Salesforce tasks
- Reduce manual review across recruiting updates
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 Ashby candidate information to review and what conditions warrant a Salesforce follow-up task.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real candidate example and review the task before relying on the recurring run.
Questions about this workflow
Does Ashby have a native trigger for this workflow?
No. This workflow uses a Notis schedule. Notis reviews only the Ashby information available through your connected agent or instruction.
Can it review every candidate automatically?
Only if the connected Ashby access and instruction make the relevant candidate information available. Define the scope and supply any missing context.
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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