Find call summaries that still need to be saved with Salesforce records
Compare the summaries you provide with Salesforce notes on a schedule, then review calls whose context may not yet be recorded.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List notes
Lists notes from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Important call context can be lost when a summary never makes it into Salesforce or is attached to the wrong record.
- Make call note coverage easier to review
- Spot summaries that may need recording
- Reduce manual comparison across CRM records
Setup
Build it in a few focused steps.
- 1Connect CallOnTheGo and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Describe how Notis should list Salesforce notes and compare them with call summaries you provide, flagging missing or unclear coverage.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with a small set of notes and summaries and verify the review findings.
Questions about this workflow
Does this automatically fetch call summaries from CallOnTheGo?
No. Provide the summaries as input. The listed CallOnTheGo capabilities do not include a call summary trigger.
Will it create or correct missing notes?
This workflow lists notes for review. If a note needs to be created, provide the relevant record details and use a separate note creation automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link CallOnTheGo to Salesforce. A trigger fires from one place; an action lands in another.
CallOnTheGo 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.
CallOnTheGo and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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