Close Salesforce follow-up tasks from interview updates
When a response confirms the work is done, ask Notis to complete the corresponding Salesforce task and record the outcome.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Complete task
Marks a task as completed with optional completion notes. this is a convenience action that updates the task status to 'completed'.
Why this helps
Completed follow-up can stay open in Salesforce when the update happens in another tool.
- Keep Salesforce task status current.
- Capture a short completion note.
- Reduce manual cleanup after follow-up.
Setup
Build it in a few focused steps.
- 1Connect Async interview and Salesforce once in the Notis portal.
- 2Create an automation and name it for closing completed follow-up.
- 3Tell Notis to complete the Salesforce task id supplied when the webhook confirms the follow-up is done.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real confirmation linked to an existing task.
Questions about this workflow
Will this complete tasks for every response?
Ask Notis to act only when the response confirms the relevant follow-up is complete.
What is needed to target a task?
The webhook must provide a valid Salesforce task id.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Async interview to Salesforce. A trigger fires from one place; an action lands in another.
Async interview 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.
Async interview and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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