Turn new hire updates into CRM onboarding follow-ups
Give each customer-facing hire a Salesforce follow-up so their CRM setup does not get lost among onboarding tasks.
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
New hires can finish HR onboarding without anyone remembering to prepare the Salesforce access and context they need.
- Create a trackable CRM setup follow-up from an HR update.
- Keep customer-facing hire preparation visible in Salesforce.
- Reduce the chance of onboarding tasks being forgotten.
Setup
Build it in a few focused steps.
- 1Connect Breathe HR and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, ask Notis to create a Salesforce task from each new-hire update, including the employee and relevant start details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real new-hire example and check the Salesforce task.
Questions about this workflow
Does this detect hires directly from Breathe HR?
Breathe HR has no listed trigger event here. A webhook starts the automation when an HTTP request sends a new-hire update to Notis.
Does this create the employee's Salesforce login?
No. The Salesforce action creates a task to track CRM onboarding follow-up; it does not provision access.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Breathe HR to Salesforce. A trigger fires from one place; an action lands in another.
Breathe HR 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.
Breathe HR and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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