Close the Salesforce follow-up when a role handoff is complete
Once the role transition confirms the handoff is done, let Notis close the corresponding Salesforce task and leave a completion note.
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
Handoff tasks often remain open after work is complete, cluttering task lists and obscuring what still needs attention.
- Keep Salesforce task lists current after a handoff.
- Add completion context to a closed task.
- Reduce manual cleanup after employee transitions.
Setup
Build it in a few focused steps.
- 1Connect BambooHR and Salesforce once in the Notis portal.
- 2Create an automation in Automations, then choose New Automation.
- 3Tell Notis which completed role transitions should close a matching Salesforce task and what completion note to add.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real transition and task pair and confirm the correct task is completed.
Questions about this workflow
How does Notis find the task to complete?
Include the Salesforce task ID or enough identifying details to locate the intended task. Test carefully with one known task.
Will it close tasks for every role change?
Specify which transitions mean a customer handoff is complete. A role change alone may not mean the Salesforce follow-up is done.
Does this update BambooHR?
No. It uses the transition information as input and updates the corresponding Salesforce task.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bamboohr to Salesforce. A trigger fires from one place; an action lands in another.
Bamboohr 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.
Bamboohr and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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