Give Cloudflare DNS cleanup a clear follow-up path
Surface records that deserve a second look and make the next step visible to the team in Salesforce.
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
Old or unclear DNS records can persist when nobody owns the cleanup review.
- Turn uncertain records into assigned review work.
- Keep the reason for cleanup with the task.
- Reduce lingering configuration questions.
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.
- 3Describe in one instruction what makes a DNS record worth cleanup or owner confirmation and ask Notis to create Salesforce tasks for those records.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one known record that needs review.
Questions about this workflow
Can Notis know which records are obsolete?
It can assess record details against criteria you provide. Supply ownership or expected-state information that is not present in Cloudflare.
Can it avoid creating duplicate tasks?
Ask Notis to check Salesforce for an open task about the same record before creating another.
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
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