Make completed Salesforce tasks lead to the next step
Close the loop after a task is done by sending the follow-up email while the context is still fresh.
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
Send Email
Send an email using agentmail api
Why this helps
After finishing a call or task, drafting and sending the follow-up can slip behind the next interruption.
- Reduce the gap between a completed task and follow-up
- Keep follow-up grounded in the task details returned
- Help maintain momentum with contacts
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Agent mail once in the Notis portal.
- 2Create a new automation in Automations, New Automation, and name it.
- 3Describe the follow-up email outcome in one plain-language instruction.
- 4Choose Task Created or Completed as the trigger, choose a report channel, and test with a real completed task.
Questions about this workflow
Can I restrict it to certain task subjects?
The trigger supports optional filtering by task Status or Subject. Choose the available trigger options that match your intended task.
Will it know who should receive the email?
Use recipient details included in the trigger context or specified in your instruction. Supply any missing recipient information yourself.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Agent mail. A trigger fires from one place; an action lands in another.
Salesforce triggers
Agent mail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Message
Get a specific message from an agentmail inbox
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Messages
List messages from an agentmail inbox
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Send Email
Send an email using agentmail api
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce and Agent mail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Agent mail.