Close the Salesforce loop when Cloudflare access reviews finish
Send the outcome to Notis and mark the matching Salesforce task complete with a concise note.
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
Teams may finish an access review but leave the related CRM task open and misleading.
- Keep task status aligned with completed reviews.
- Record the review outcome with the task.
- Reduce stale follow-up reminders.
Setup
Build it in a few focused steps.
- 1Connect Cloudflare and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis in one instruction which Salesforce task to complete when a completed access review arrives, and what outcome note to include.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one completed review and a valid Salesforce task ID.
Questions about this workflow
How does Notis find the right task?
Include a Salesforce task ID in the webhook payload or provide identifying context that lets the automation find the intended task.
Can it record why the task was completed?
Yes. Ask Notis to include the review outcome as completion notes, using the information in the webhook request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cloudflare to Salesforce. A trigger fires from one place; an action lands in another.
Cloudflare 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.
Cloudflare 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.