Turn a shared link into a clear Salesforce next step
When sharing a Bitly link signals that someone needs to follow up, send Notis the link, the next step, and the related Salesforce record. Notis can create a task with that context.
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
A link gets shared, but the follow-up it implies is forgotten or never makes it into the CRM.
- Capture a concrete next step while the link is being shared.
- Keep the follow-up connected to its Salesforce record.
- Reduce mental reminders and lost handoffs.
Setup
Build it in a few focused steps.
- 1Connect Bitly and Salesforce once in the Notis portal.
- 2Create an automation by telling Notis to create a Salesforce task for each incoming link request that includes an explicit follow-up and identified record.
- 3Choose a webhook trigger and send the Bitly URL, requested next step, and record details in the request.
- 4Choose where run reports should go.
- 5Test with one real link and confirm the task appears on the correct record.
Questions about this workflow
Will every Bitly link create a task?
The prompt should ask Notis to create a task only when the request includes an explicit follow-up and enough information to identify its related record.
Does Bitly provide the trigger?
No Bitly trigger events are listed. An HTTP request to the Notis webhook starts this workflow.
What belongs in the task details?
Include the requested next step and the Bitly URL or its purpose so the assignee can act without hunting for context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bitly to Salesforce. A trigger fires from one place; an action lands in another.
Bitly 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.
Bitly and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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