Turn customer document next steps into Salesforce tasks
Let Notis catch clearly stated follow-ups in new customer documents and put them on your Salesforce task list.
Trigger
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
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
Follow-ups buried in meeting notes or customer documents are easy to miss when you switch back to the CRM.
- Capture explicitly stated next steps while reviewing fewer files manually.
- Include document context so the task is easier to act on.
- Avoid inventing owners or due dates absent from the document.
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to create Salesforce tasks only for explicit follow-ups in new customer documents, preserving stated dates and context.
- 4Pick the OneDrive File Created trigger and choose where run reports go.
- 5Test with one real customer document.
Questions about this workflow
Will Notis make up a due date if none is listed?
Ask it to use only dates stated in the document and leave the date unset when none appears.
Can I have it skip documents without a next step?
Yes. Include that condition in the plain-language instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Salesforce. A trigger fires from one place; an action lands in another.
One drive 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.
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
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.
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
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.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
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.
Item Moved or Renamed
Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.
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.
One drive and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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