Turn captured prospect research into a Salesforce follow-up task
Make the next sales action visible in Salesforce while the captured prospect context is still fresh.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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 useful prospect capture does not help if the follow-up action never makes it onto the task list.
- Turn research into a concrete follow-up reminder.
- Keep the task purpose tied to the captured page.
- Reduce the chance that a prospect is forgotten.
Setup
Build it in a few focused steps.
- 1Connect CaptureKit and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the follow-up workflow.
- 3Tell Notis when a capture merits a Salesforce task and what the task should say, including how to identify the related record if available.
- 4Choose the notis_webhook trigger and a report channel.
- 5Test using one real capture and confirm the resulting task is useful.
Questions about this workflow
Will every capture create a task?
Describe in your prompt which captures warrant follow-up. Notis can use the capture information available to it to decide whether the stated condition is met.
Can the task be linked to a Salesforce record?
Yes, when the capture supplies enough information to identify the record. Specify the matching approach or include an identifier in the request.
Where do I see whether it ran?
Notis sends run reports to the channel you choose during setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link CaptureKit to Salesforce. A trigger fires from one place; an action lands in another.
CaptureKit 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.
CaptureKit and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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