Close the Salesforce task when a Capsule follow-up is done
Mark the next step complete from a simple request and keep the Salesforce activity trail current.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Completed follow-ups can remain open in Salesforce and clutter the team's next actions.
- Keep task lists current
- Capture completion notes when useful
- Avoid unnecessary CRM cleanup
Setup
Build it in a few focused steps.
- 1Connect Capsule CRM and Salesforce in the Notis portal once.
- 2Create an automation in Automations, New Automation, and name it for task completion.
- 3Tell Notis to complete the Salesforce task identified in the request and include any supplied completion notes.
- 4Choose the webhook trigger and a run report destination.
- 5Test with one real completed follow-up and verify the task status.
Questions about this workflow
Can this close any task automatically?
The request needs to identify the specific Salesforce task to complete.
Are completion notes required?
No. You can provide notes when they are useful; the action supports optional completion notes.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Capsule crm to Salesforce. A trigger fires from one place; an action lands in another.
Capsule crm 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.
Capsule crm and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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