Turn document review outcomes into Salesforce follow-ups
When a Cloudlayer document needs a person to take the next step, create a Salesforce task so it stays visible in the workday.
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
Review requests can disappear into document threads when nobody turns them into a tracked follow-up.
- Capture review follow-up as a Salesforce task.
- Keep the next step visible alongside the related record.
- Reduce the chance that document work is forgotten.
Setup
Build it in a few focused steps.
- 1Connect Cloudlayer and Salesforce once in the Notis portal.
- 2Create an automation in Notis and name it.
- 3Tell Notis to create a Salesforce task when the incoming Cloudlayer event indicates a review needs follow-up, including the document context and related record when identifiable.
- 4Choose a webhook trigger and send the relevant Cloudlayer event to its endpoint.
- 5Choose where run reports go, then test with one real review event and verify the task details.
Questions about this workflow
What if the document event does not include a Salesforce record id?
Provide a reliable way to identify the related Salesforce record in the webhook data or instruction. Without it, the task may not be associated with the intended record.
Does Cloudlayer provide a review event?
No Cloudlayer trigger events are listed here. This workflow starts from a Notis webhook receiving a Cloudlayer-related request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cloudlayer to Salesforce. A trigger fires from one place; an action lands in another.
Cloudlayer 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.
Cloudlayer and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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