Turn converted proposals into Salesforce follow-up tasks
Pass proposal details and the related Salesforce record in a webhook request, then have Notis create a task so the next step stays visible.
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 proposal may be ready to review while its follow-up is still sitting in someone's memory.
- Create a visible next step when proposal processing finishes.
- Keep follow-up details connected to the related Salesforce record.
- Reduce the chance that a proposal review gets missed.
Setup
Build it in a few focused steps.
- 1Connect CloudConvert and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Describe in one instruction how to use the proposal details and Salesforce record identifier from the request to create a follow-up task.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real proposal and a Salesforce record.
Questions about this workflow
Can the task include a due date?
Include the due date in the webhook request or instruction so Notis has the information to use when creating the task.
What if the proposal does not include a follow-up date?
Provide a due date in the request or define an appropriate rule in your instruction. Notis should not infer an unavailable date.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cloudconvert to Salesforce. A trigger fires from one place; an action lands in another.
Cloudconvert 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.
Cloudconvert 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.