Complete Salesforce tasks when Authyo confirms access
Once access is restored, let the tracked follow-up reflect that progress. Notis can complete a related Salesforce task when an incoming Authyo request confirms resolution.
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
Resolved access issues can remain open in Salesforce, adding clutter and making the next priorities harder to see.
- Keep Salesforce task status aligned with a supplied resolution event.
- Reduce manual cleanup after access issues are resolved.
- Make open follow-up work easier to scan.
Setup
Build it in a few focused steps.
- 1Connect Authyo and Salesforce once in the Notis portal.
- 2Create an automation and describe which Authyo requests confirm resolution and which task to complete.
- 3Pick the Notis webhook trigger for incoming Authyo status data.
- 4Choose where run reports should go.
- 5Test with one real resolved request and confirm the task status.
Questions about this workflow
Does Authyo provide a login-success trigger event?
No Authyo trigger event is listed here. This workflow starts from a Notis webhook, so send the relevant status request to that endpoint.
How does it identify the Salesforce task?
Include the Salesforce task ID in the webhook data. The workflow needs a valid ID for the task to complete.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Authyo to Salesforce. A trigger fires from one place; an action lands in another.
Authyo 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.
Authyo 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.