Keep Task Lists Accurate and Current
Closed deals often leave orphaned tasks that clutter task lists. Notis automatically completes tasks when deals close, keeping your work clean.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Complete task
Marks a task as completed with optional completion notes. this is a convenience action that updates the task status to 'completed'.
Why this helps
Closed deals leave incomplete tasks in Salesforce because marking tasks as done requires manual action that gets forgotten or deprioritized.
- Keep task lists clean and accurate
- Reduce manual task completion overhead
- Prevent orphaned tasks from cluttering lists
- Enable accurate task metrics and reports
- Align task completion with deal cycles
Setup
Build it in a few focused steps.
- 1Connect Hubspot and Salesforce to Notis.
- 2Create automation: 'When a deal closes in Hubspot, mark related tasks as complete in Salesforce.'
- 3Set trigger to 'Deal Stage Updated' (filter for closed/won stage).
- 4Tell Notis how to identify related tasks: 'By contact name' or 'by custom deal ID field.'
- 5Choose notification channel.
Questions about this workflow
What if multiple tasks are linked to a deal?
Tell Notis: 'Complete all tasks linked to this deal' and it updates them all at once.
Should completion notes be added?
Yes. Tell Notis: 'Add note: This deal closed on [date]' and it documents the reason for completion.
What if a task should stay open?
Tell Notis: 'Complete sales-related tasks but leave service tasks open.' It filters by type or owner.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Salesforce. A trigger fires from one place; an action lands in another.
Hubspot triggers
Salesforce actions
Contact Created Trigger
Contact Created Trigger
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.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
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.
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.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
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.
Not just Hubspot and Salesforce. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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