Clear completed retest follow-ups from Salesforce
Use verified Bugbug results to keep your Salesforce task list focused on work that still needs attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Retest tasks often remain open after a fix has been verified, making it harder to see current priorities.
- Keeps task queues aligned with verified outcomes
- Reduces stale follow-ups
- Preserves a clear distinction between resolved and unresolved work
Setup
Build it in a few focused steps.
- 1Connect Bugbug and Salesforce once in the Notis portal.
- 2Create an automation and name it for retest task cleanup.
- 3Tell Notis to complete only identified Salesforce retest tasks whose supplied Bugbug result confirms resolution, and leave uncertain cases open.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one resolved case and one unresolved case to confirm the decision.
Questions about this workflow
Will the workflow complete a task when status is unclear?
No. The instruction should explicitly leave uncertain or unresolved cases open.
What data is needed to match a retest to its task?
Provide a Salesforce task ID or unambiguous task reference alongside the Bugbug outcome.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bugbug to Salesforce. A trigger fires from one place; an action lands in another.
Bugbug 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.
Bugbug and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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