Keep candidate re-engagement from slipping through
When a Breezy HR request calls for a later reconnect, give the team a Salesforce task with the stated next step.
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 plan to reconnect later can be forgotten when it is buried in a recruiting conversation without a task.
- Turn an explicit reconnect request into a Salesforce task.
- Keep a supplied timing detail with the next step.
- Report requests without a usable contact or record reference.
Setup
Build it in a few focused steps.
- 1Connect Breezy HR and Salesforce once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language, then name it and describe the outcome.
- 3In one instruction, define which reconnect requests warrant a task and how to use timing or record details supplied in the request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real reconnect request and review the Salesforce task.
Questions about this workflow
Can this determine the best date to reconnect?
Only use a date or timing rule supplied in the request or explicitly provided in your instruction.
What if there is no Salesforce record reference?
Have Notis report the request for review rather than create a task attached to a guessed record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Breezy Hr to Salesforce. A trigger fires from one place; an action lands in another.
Breezy 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.
Breezy Hr and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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