Let External Systems Create Tasks Automatically
Use a custom tool that should trigger Salesforce tasks? Notis provides a webhook that captures external events and creates tasks instantly.
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
Tasks that should come from external tools require manual creation or custom API development, creating friction and missed tasks.
- Connect any external tool to Salesforce tasks
- Eliminate manual task creation overhead
- Capture action items from external systems automatically
- Enable custom workflow integrations
- Reduce context-switching between tools
Setup
Build it in a few focused steps.
- 1Connect Salesforce to Notis.
- 2Create automation: 'Receive webhook requests from external systems and create Salesforce tasks automatically.'
- 3Set trigger to 'Webhook' and Notis generates your unique URL.
- 4Configure your external tool to send POST requests to this URL with task details.
- 5Test with a sample webhook call.
Questions about this workflow
What data should the webhook include?
Tell Notis: 'Require subject and due date' or 'require what, who, and when.' It validates and creates tasks based on your schema.
Can the webhook assign tasks to specific owners?
Yes. Include owner info in the webhook and Notis assigns the task automatically. You can also use routing rules.
Should tasks be linked to contacts or accounts?
Tell Notis: 'Link to the contact mentioned in the webhook' or 'link to the account by company name.' It handles linking.
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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