Keep aging incidents from losing their customer follow-up
Let a scheduled review flag older incidents that still need a customer check-in.
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
Long-running incidents can fade from attention even when a customer update is still needed.
- Identify older incidents for a deliberate follow-up review.
- Create Salesforce tasks when customer context is available.
- Keep scheduled follow-up out of memory-based workflows.
Setup
Build it in a few focused steps.
- 1Connect Better Stack and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Ask Notis to find incidents older than a threshold you specify and create customer check-in tasks where justified.
- 4Choose a recurring schedule and run report destination.
- 5Test with one real incident and confirm the age threshold and task details.
Questions about this workflow
What age threshold should I use?
Choose a threshold that fits your response process in the prompt. Notis should use incident timestamps returned by Better Stack and report when a timestamp is missing.
Does this send a customer message?
No. The listed Salesforce action creates a task. A teammate can review and send the appropriate update.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Better stack to Salesforce. A trigger fires from one place; an action lands in another.
Better stack 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.
Better stack and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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