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Notis

Get Adrapid API details after Salesforce task activity

A completed follow-up task can be a useful checkpoint for a connected marketing workflow. Notis retrieves Adrapid API root details and shares what the service returns.

Trigger

Task Created or Completed

Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.

Action

Get API info

Tool to retrieve api root information. use when you need to discover the api's description and version details.

Why this helps

Teams can lose time looking up API context while moving between customer follow-up and creative operations.

  • Make API description and version details easier to find after task activity.
  • Keep the check tied to a real Salesforce task event.
  • Deliver the returned information in a familiar run report.

Setup

Build it in a few focused steps.

  • 1Connect Salesforce and Adrapid once in the Notis portal.
  • 2Create an automation and name it for the task-triggered API lookup.
  • 3Tell Notis to retrieve Adrapid API root information and summarize its description and version details.
  • 4Choose the Task Created or Completed trigger and select where run reports should go.
  • 5Test with one real Salesforce task event and confirm the report contains the returned details.

Questions about this workflow

Does it run only for completed tasks?

The event can trigger on task creation or when status changes to Completed. The event supports optional filtering by status or subject, but users do not build filters in the Notis setup flow described here.

Does this action return user account details?

No. Get API info retrieves API root information, including description and version details.

Can Notis update the Salesforce task?

No. This workflow reads task activity as its trigger and retrieves Adrapid API information.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Salesforce to Adrapid. A trigger fires from one place; an action lands in another.

Salesforce triggers

Adrapid actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get API info

Tool to retrieve api root information. use when you need to discover the api's description and version details.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get user and API info

Tool to get user account and api information. use when you need to retrieve authenticated user details and api versions.

ActionInstant

Account Created or Updated

Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

TriggerPolling

List Banners

Tool to list all banners and their statuses. use when you need to retrieve banners after creation or to audit existing banners. ensure you apply filters to narrow down results (e.g., status='ready').

ActionInstant

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

TriggerPolling

Record Updated (Generic SObject)

Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.

TriggerPolling

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

Connect any two apps with Notis in the middle.

Salesforce and Adrapid, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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