Turn stated follow-up promises into Salesforce tasks
Have Notis look for explicit next steps in call history and create a task so promises stay visible.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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 promise to call, send information, or check back can be lost when it is buried in call history.
- Capture explicit commitments as tasks.
- Keep the requested next step visible in Salesforce.
- Avoid treating vague call outcomes as promises.
Setup
Build it in a few focused steps.
- 1Connect Callingly and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a prompt focused on explicit promises.
- 3Tell Notis to review available call history for clearly stated follow-up commitments and create a Salesforce task when the caller or lead can be identified.
- 4Pick the Notis cron trigger and choose where run reports should go.
- 5Test with one real history item containing a clear commitment and check the task.
Questions about this workflow
Will it infer commitments from general call sentiment?
No. Tell Notis to use explicit commitments in the returned history and report when the next step is unclear.
Can the schedule run every day?
Yes. Select the recurring timing when choosing the Notis cron trigger.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Callingly to Salesforce. A trigger fires from one place; an action lands in another.
Callingly 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.
Callingly and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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