Give unanswered customer questions a next step
Capture the questions that still need an answer and make them visible in Salesforce.
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
Open questions can disappear into a transcript without anyone taking responsibility for an answer.
- Separate unresolved questions from topics that were answered during the call.
- Create follow-up tasks only when the meeting identifies a real open question.
- Show when the recap does not identify an owner or customer record.
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 find customer questions explicitly left unanswered in each recap and create Salesforce follow-up tasks, using only stated ownership and reliable record details.
- 4Choose the webhook trigger and a channel for run reports.
- 5Test with one recap containing an unanswered question and inspect the task.
Questions about this workflow
Will it treat every question in the transcript as unresolved?
No. Instruct Notis to create a task only when the recap indicates the question still needs an answer.
What if there is no assigned owner?
Leave the task owner unset when possible and flag the missing owner in the report.
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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