Make the next step easy to find
Send a request with the meeting context and Salesforce record ID. Notis can use Cody knowledge to shape a task your team can act on.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create task
Creates a task to track activities, to-dos, or follow-ups related to records.
Why this helps
Meeting preparation often produces useful next steps that never make it into the CRM.
- Capture a specific follow-up while context is fresh
- Keep the task tied to the relevant CRM record
- Reduce manual re-entry after preparation
Setup
Build it in a few focused steps.
- 1Connect Cody and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe how Notis should use Cody context to draft a Salesforce task from the request and its record ID.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real follow-up and record ID.
Questions about this workflow
Does Cody provide the trigger?
No. Cody has no listed trigger events, so an HTTP request starts this Notis webhook workflow.
What should the request include?
Provide the follow-up context and Salesforce record ID so Notis can create the task against the right record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cody to Salesforce. A trigger fires from one place; an action lands in another.
Cody 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
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Add a contact to a campaign to track engagement.
Add lead to campaign
Add a lead to a campaign to track engagement.
Add product to opportunity
Add a product to an opportunity using its associated price book.
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.
Cody and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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