Turn new Google Tasks into Salesforce follow-ups
Capture a customer follow-up once in Google Tasks and have Notis create the corresponding Salesforce activity with the details you provided.
Trigger
New Task Created
Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.
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
Customer follow-ups can sit in a personal task list without appearing in the Salesforce record where your team expects to find them.
- Keep customer follow-ups visible in Salesforce
- Reduce duplicate entry across task lists and CRM
- Carry task notes into the activity for context
Setup
Build it in a few focused steps.
- 1Connect Google Tasks and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a Salesforce task for each new Google Task that clearly describes a customer or prospect follow-up, using the task's available details and linking a record only when its identity is clear.
- 4Pick the Google Tasks New Task Created trigger and choose where run reports should go.
- 5Test with one real follow-up task and confirm the Salesforce activity is useful.
Questions about this workflow
Does this create a Salesforce task for every Google Task?
Ask Notis to create activities only for tasks that clearly describe a customer or prospect follow-up. Routine personal tasks can be excluded in the instruction.
Will Notis know which Salesforce record to link?
It can link a record when the task contains enough information to identify it. Include a Salesforce record ID or unambiguous record details when needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Tasks to Salesforce. A trigger fires from one place; an action lands in another.
Google Tasks 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 Task Created
Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
New Task List Created
Triggers when a new Google Tasks task list is created. This trigger monitors Google Tasks and fires when new task lists are detected.
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.
Task Details Changed
Triggers when a specific task's details change. This trigger monitors a single Google Task and fires when any of its details (title, notes, status, due date, completion, position) are modified.
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.
Task List Changed
Triggers when a task list changes (title or content updates). This trigger monitors a specific Google Tasks list and fires when changes are detected.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Task Updated
Triggers when an existing task is updated in a Google Tasks list. This trigger monitors a specific task list and fires when tasks are modified.
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.
Google Tasks and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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