Close the CRM loop when a review follow-up is done
When review context confirms the promised work is complete, clear the matching Salesforce follow-up task.
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.
Why this helps
Completed engineering follow-ups can linger as open CRM tasks, creating noise and obscuring the work that still needs attention.
- Keep open CRM follow-ups aligned with completed review work.
- Reduce stale tasks that add noise to planning.
- Use explicit completion context before updating a task.
Setup
Build it in a few focused steps.
- 1Connect Codacy and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language from any channel.
- 3In one instruction, ask Notis to complete only the Salesforce task ID supplied when the Codacy context explicitly confirms the follow-up is complete.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real completed review and its Salesforce task ID.
Questions about this workflow
Can it choose which Salesforce task to complete?
Provide the task ID and completion evidence in the webhook context. The workflow should not guess which task matches.
What if the review does not confirm completion?
The instruction should leave the task unchanged and report that completion was not confirmed.
Does this delete the Salesforce task?
No. It marks the specified task as completed, with optional completion notes.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Codacy to Salesforce. A trigger fires from one place; an action lands in another.
Codacy triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Create a new account.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Abort query job
Add contact to campaign
Add a contact to a campaign to track engagement.
Add lead to campaign
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Add product to opportunity
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Apply lead assignment rules
Apply lead assignment rules to route a lead to its appropriate owner.
Associate contact to account
Associate a contact with an account, replacing any existing account association.
Clone opportunity with products
Clone an opportunity, optionally including its products.
Connect any two apps with Notis in the middle.
Codacy and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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