Close Salesforce tasks when Bika.ai confirms completion
Stop carrying finished work in your task list. When Bika.ai confirms an action is done, Notis can complete the referenced Salesforce task and include a short 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
Completed work often remains open in the CRM because closing the loop requires another manual update.
- Close the loop between work tracking and CRM tasks.
- Keep completion notes with the Salesforce task where available.
- Reduce stale open tasks after work is finished.
Setup
Build it in a few focused steps.
- 1Connect Bika.ai and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, tell Notis to complete only the Salesforce task identified by a valid task id in a Bika.ai completion update.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test with one completed item and verify the task status and report.
Questions about this workflow
What is needed to identify the task?
The completion update should include the Salesforce task id. The workflow should report updates without a valid identifier instead of guessing which task to close.
Can a completion note be included?
Yes. Tell Notis what completion context to add when the Bika.ai update contains it.
Will this complete tasks based on a schedule alone?
No. This workflow starts from a Notis webhook request carrying a completion update.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bika.ai to Salesforce. A trigger fires from one place; an action lands in another.
Bika.ai 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.
Bika.ai and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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