Create Salesforce follow-up tasks from Chartly
Convert a chart signal into one concrete next step before it gets forgotten.
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
Insights are captured, but nobody owns the follow-up that turns them into progress.
- Turns insight into action
- Makes ownership visible
- Prevents dropped follow-ups
Setup
Build it in a few focused steps.
- 1Connect Chartly and Salesforce once.
- 2Create an automation for Chartly follow-up tasks.
- 3Describe the task Notis should create and the Salesforce record it should relate to.
- 4Pick notis_webhook and a report channel.
- 5Send one example and confirm the task details.
Questions about this workflow
Can the task include a due date?
Ask Notis to include one when the incoming payload or your instruction provides it.
Can tasks relate to a lead or account?
Yes, provide the relevant Salesforce record context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Chartly to Salesforce. A trigger fires from one place; an action lands in another.
Chartly 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.
Chartly and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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