Bring quiet customer relationships back to your attention
Choose an inactivity window and the Salesforce records it applies to. Notis can review them on a schedule and create a task to consider thoughtful card outreach.
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
Important customer relationships can go quiet without a reliable cue to reconnect.
- Review records against an inactivity window you define.
- Create a task for human consideration instead of sending an unprompted card.
- Keep relationship outreach visible 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 which Salesforce records to review, what inactivity criteria to use, and to create a task to consider CardClan outreach when those criteria are met.
- 4Choose a recurring Notis schedule and where run reports should go.
- 5Test with one real Salesforce record that meets your chosen criteria.
Questions about this workflow
What counts as inactive?
Specify the Salesforce activity date or other available field and the inactivity period in your instruction. The workflow cannot infer a baseline your org does not provide.
Will this send cards automatically?
No. It creates Salesforce tasks for your team to review and act on through CardClan.
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
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No card. Works with personal or business Salesforce.