Close Salesforce callback tasks when the callback is confirmed complete
Give Notis confirmed callback outcomes and task identifiers, then let it close the Salesforce tasks that are finished.
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
Follow-up tasks stay open after the work is done, making it harder to see which callbacks still need attention.
- Keep open tasks aligned with confirmed outcomes
- Reduce stale items in the follow-up queue
- Use a regular review to close completed work
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 that confirmed callback outcomes you provide should complete their matching Salesforce tasks, including completion notes where useful.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one callback outcome and its Salesforce task identifier.
Questions about this workflow
Will this mark tasks complete based only on a scheduled run?
No. The input must include a confirmed callback outcome and the matching Salesforce task. The schedule only determines when Notis reviews that information.
Can Notis find the task from a phone number?
No task lookup action is listed in this package. Provide a Salesforce task identifier or sufficient supplied context for the intended task.
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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