Track the follow-ups you promised by email
After sending a proposal or promising to check back, let Notis capture the stated next step in Salesforce so it does not depend on remembering the sent thread.
Trigger
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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
A follow-up you promised can be forgotten once the sent message leaves your immediate attention.
- Record explicit follow-up promises from sent messages.
- Use a due date only when one is stated in the message.
- Keep commitments visible as Salesforce tasks.
Setup
Build it in a few focused steps.
- 1Connect Outlook 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 a specific follow-up commitment in a sent email, using only dates and recipient details stated or clearly available.
- 4Pick the Outlook New Sent Message trigger and choose where run reports should go.
- 5Test with one real sent message that includes a clear promise to follow up.
Questions about this workflow
Will it create tasks for routine replies?
No. Instruct Notis to act only on explicit future commitments, such as sending a proposal or checking back after a stated event.
What if the sent message has no date?
The task can still capture the next step without a due date. The instruction should tell Notis not to make up a deadline.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Salesforce. A trigger fires from one place; an action lands in another.
Outlook 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 Contact Added
Triggered when a new contact is added in the Outlook contacts.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
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 Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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