Automate Lead Follow-up Tasks via Webhook
An external system triggers a webhook, and Salesforce creates a follow-up task automatically. No follow-up ever gets forgotten.
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
You intend to follow up with a prospect after a certain time window, but it's not urgent enough to remember. Days pass. The follow-up never happens. The prospect feels abandoned and goes with a competitor.
- External systems can trigger follow-up tasks automatically
- No prospect falls through the cracks
- Enables integration with custom tools and scheduling systems
- Automates prospecting workflows
Setup
Build it in a few focused steps.
- 1Connect Salesforce to Notis.
- 2Create a new automation named 'Webhook Lead Follow-up'.
- 3Set the prompt to: 'When a webhook is received with a prospect name and email, create a Salesforce task to follow up with that prospect. Set the task due date to 3 days from now.'
- 4Select 'Notis Webhook' as the trigger and copy the unique webhook URL.
- 5Test by sending a sample webhook payload to the URL.
Questions about this workflow
What data should the webhook include?
At minimum, the prospect name. Optionally include email, company, and notes. Notis will interpret whatever you send and create the task.
Can I customize the follow-up timing?
Yes. Tell Notis the follow-up window (e.g., '2 days', 'end of week', '1 week') in your automation prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link GitHub to Salesforce. A trigger fires from one place; an action lands in another.
GitHub 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.
New Workflow Artifact Created
Triggers when a new workflow artifact is created in a GitHub repository. Monitors for newly created GitHub Actions workflow artifacts. Optionally filters by artifact name to restrict monitoring to specific artifacts.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Branch Changed
Triggers when a GitHub branch changes. Monitors a specific branch for: - New commits pushed (head commit SHA changes) - Protection status toggled (branch becomes protected or unprotected) - Protection settings changed, including: required status checks and their enforcement level, admin enforcement, required pull request reviews (dismiss stale reviews, code owner reviews, approving review count, last push approval), required linear history, force push allowance, deletion allowance, conversation resolution, branch locking, and fork syncing.
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.
New Branch Created
Triggers when a new branch is created in a GitHub repository. Detects newly created branches. Deleted branches do not fire events.
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.
Check Run Status / Conclusion Changed
Triggers when a specific GitHub check run changes its status or conclusion. Monitors a single check run for changes to: status (queued, in_progress, completed, etc.), conclusion (success, failure, neutral, cancelled, skipped, timed_out, action_required), started_at, and completed_at.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Check Suite Status / Conclusion Changed
Triggers when a GitHub check suite changes its status or conclusion for a given ref. Monitors all check suites associated with a git reference (branch, tag, or commit SHA) for changes to status (queued, in_progress, completed, etc.) and conclusion (success, failure, neutral, cancelled, skipped, timed_out, action_required, startup_failure, stale). Optionally filters by GitHub App ID.
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.
New Code Scanning Alert Created
Triggers when a new code scanning alert is created in a repository. Fires an event for each newly created code scanning alert detected in the configured repository. Alerts can be filtered by Git reference, scanning tool, state, and severity. The payload includes the alert number, rule details, tool information, state, severity, and the location of the most recent instance.
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.
GitHub and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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