Close Salesforce follow-ups when Breeze confirms completion
Send a completion update from Breeze to Notis and close the related Salesforce task with a concise 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
Salesforce to-dos stay open after the related project work is complete, creating stale reminders and noisy task lists.
- Close completed follow-ups promptly.
- Include the Breeze completion context in the activity.
- Require an explicit task identifier and completion signal.
Setup
Build it in a few focused steps.
- 1Connect Breeze 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 complete the specified Salesforce task only when the Breeze update explicitly confirms the follow-up is done.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real completed follow-up and its Salesforce task identifier.
Questions about this workflow
Will it complete tasks based only on a deadline passing?
No. The instruction should require an explicit completion confirmation in the incoming Breeze update.
What information should the request include?
Include the Salesforce task identifier and a short completion detail from Breeze.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Breeze to Salesforce. A trigger fires from one place; an action lands in another.
Breeze 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.
Breeze and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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