Catch upcoming milestones before they pass
Set a recurring review of Salesforce records your team maintains for birthdays, anniversaries, or other card-worthy milestones, then create a task to consider a CardClan card.
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
Personal outreach is easy to postpone when milestone dates live in CRM fields and there is no reminder to act.
- Surface upcoming milestones in a recurring review.
- Create actionable Salesforce tasks for relevant records.
- Use only milestone dates maintained in Salesforce.
Setup
Build it in a few focused steps.
- 1Connect CardClan and Salesforce once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis to review Salesforce records for upcoming milestone dates your team maintains and create a task to consider a CardClan card for relevant records.
- 4Choose a recurring Notis schedule and where run reports should go.
- 5Test with one real Salesforce record that has a milestone date.
Questions about this workflow
Does Salesforce automatically know every customer's birthday or anniversary?
No. This workflow can only use milestone dates and other context your team maintains in Salesforce.
Does it send the CardClan card?
No. The Salesforce task is a reminder to consider sending one through CardClan; it does not send a card.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link CardClan to Salesforce. A trigger fires from one place; an action lands in another.
CardClan 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.
CardClan and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Salesforce.