Close Salesforce follow-up tasks after CloudPDF confirmation
Keep the task list current when a document follow-up has been completed.
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 when confirmation arrives through a separate document workflow.
- Mark a specified Salesforce task completed from a confirmation request.
- Keep Salesforce task status aligned with follow-up progress.
- Clear completed work from the active task list.
Setup
Build it in a few focused steps.
- 1Connect CloudPDF and Salesforce once in the Notis portal.
- 2Create an automation named for closing confirmed follow-ups.
- 3Tell Notis to complete the Salesforce task whose ID is included in the webhook request when its CloudPDF related context confirms the work is done.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with a real confirmation and valid Salesforce task ID.
Questions about this workflow
Will this action complete a task based on CloudPDF activity by itself?
No CloudPDF trigger events are listed. Send a Notis webhook request that includes the task ID and confirmation context.
Can the workflow add completion notes?
The action supports optional completion notes. Include them in your instruction when useful.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link CloudPDF to Salesforce. A trigger fires from one place; an action lands in another.
CloudPDF 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.
CloudPDF and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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