Track customer-facing follow-up from probation reviews
If a probation review identifies a customer action, put that next step in Salesforce where the team can track it.
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 customer-related action raised in a probation review can be overlooked when it is left only in HR discussions.
- Convert an explicit customer action into a CRM activity.
- Keep internal review details out of the task unless needed and approved.
- Give the follow-up a visible next step.
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 only when a probation review update explicitly includes a customer-facing action and the necessary account or contact context.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one approved example and verify the task includes only the intended follow-up.
Questions about this workflow
Will the full review be included in Salesforce?
No. The instruction should include only the specific customer-facing action supplied for CRM.
What if no customer-facing action is identified?
The prompt should skip creating a task when the review update does not identify a relevant customer follow-up.
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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