Move meaningful social engagement into a follow-up task
When an engagement review needs a next step, capture it as a Salesforce task with enough context to act.
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
Useful engagement can be easy to overlook when the team has to remember to turn a social review into a CRM follow-up.
- Create a task only when the review identifies a concrete next step.
- Keep the task tied to the relevant Salesforce record when its identity is provided.
- Include the source post and available engagement context in the task.
Setup
Build it in a few focused steps.
- 1Connect Ayrshare and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, specify what engagement to review, what counts as an actionable follow-up, and which Salesforce record to relate it to when known.
- 4Pick a webhook as the trigger and choose where run reports should go.
- 5Test with one real webhook request and verify the task details and related record.
Questions about this workflow
Does the webhook automatically receive every Ayrshare comment?
No trigger event from Ayrshare is listed here. This automation starts when a request reaches its Notis webhook; specify what information that request supplies and test it.
Will it create a task for every interaction?
No. Describe the kind of engagement that merits a human follow-up in your instruction. Notis should create a task only when the provided information supports one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ayrshare to Salesforce. A trigger fires from one place; an action lands in another.
Ayrshare 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.
Ayrshare and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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