Close the loop on completed work
Once the outcome is clear, let Notis capture it on the Salesforce task so the next person can see what happened.
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 work is often left open in the CRM, with its outcome scattered in other notes.
- Close completed tasks promptly
- Preserve the outcome alongside the task
- Reduce manual cleanup
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 the completion condition and ask Notis to complete the task ID in the request with concise notes based on supplied context.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one task that is confirmed complete.
Questions about this workflow
What task should be completed?
Provide the Salesforce task ID in the request.
Will this action close uncertain work?
Set the instruction to complete only when the request or Cody context confirms the task is done.
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
Add contact to campaign
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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