Create follow-up tasks for Authyo trial leads
Keep trial follow-up moving with a scheduled review. Notis can find Salesforce leads that match your criteria and create tasks so the next action is visible.
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
Trial follow-up often competes with everything else on a founder's plate, so interested leads can be forgotten.
- Turn a recurring lead review into concrete follow-up tasks.
- Keep next steps visible in Salesforce.
- Avoid repeatedly scanning the pipeline by hand.
Setup
Build it in a few focused steps.
- 1Connect Salesforce once in the Notis portal.
- 2Create an automation and instruct Notis which trial leads should receive a follow-up task.
- 3Pick a recurring Notis schedule trigger.
- 4Choose where run reports should go.
- 5Test with one matching lead and confirm the task appears.
Questions about this workflow
How does it know a lead is an Authyo trial lead?
Your instruction must define criteria based on Salesforce fields or other data you provide. The workflow cannot infer trial status when the data is missing.
Could it create duplicate tasks on each run?
Yes, unless you include a deduplication rule that Notis can apply using available Salesforce data. Test the recurring behavior with a real example.
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
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