Give renewal concerns a clear next step
Capture the specific follow-up needed when a customer raises a renewal concern.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Renewal risks can remain buried in call notes without a concrete owner or follow-up.
- Capture concrete responses to stated renewal concerns.
- Keep a reported risk distinct from a confirmed cancellation decision.
- Flag absent owners and dates for human review.
Setup
Build it in a few focused steps.
- 1Connect Avoma and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to create Salesforce tasks only for explicit renewal concerns that have a follow-up need in the recap, using stated timing and reliable record details.
- 4Choose the webhook trigger and a channel for run reports.
- 5Test with a recap that describes a renewal concern and a next step.
Questions about this workflow
Will it label an account as lost or churned?
No. Ask Notis to capture the concern and follow-up without changing or overstating the customer's status.
Can it create a task when no next step was agreed?
You can have it report the concern for review and create a task only when a concrete follow-up is present.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Avoma to Salesforce. A trigger fires from one place; an action lands in another.
Avoma 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.
Avoma and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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