Pick up the thread after a sales task
After a sales task is logged or completed, get a short account-site refresher so the next action is easier to plan.
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
Query Data
Tool to query structured data as json from a web page using an agentql query or natural language prompt. use after defining your query or prompt and a url or html.
Why this helps
After a call or follow-up, account research can slip while you move on to the next task.
- Review public account information after a task is logged or completed.
- Make it easier to resume account work after an interruption.
- Flag tasks whose related account website URL is unavailable.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and AgentQL once in the Notis portal.
- 2Create an automation and name it in the portal, or tell Notis what you want from any channel.
- 3Describe: when a task is created or completed, query the related account website URL if available and report a concise refresher for the next account follow-up; flag missing URLs.
- 4Pick Task Created or Completed as the trigger.
- 5Choose a report channel, then test with one real task linked to an account with a website URL.
Questions about this workflow
Can I limit this to a particular task status or subject?
The trigger supports optional filtering by task Status or Subject. Pick the trigger and use its available options if you need that scope.
Does it decide or complete the next task?
No. It reports queried website data to help you plan; it does not update task status or create Salesforce tasks.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Agentql. A trigger fires from one place; an action lands in another.
Salesforce triggers
Agentql actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Usage Details
Tool to retrieve subscription usage details for the current api key, including usage limits and billing period. use after confirming api connection is valid.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Query Data
Tool to query structured data as json from a web page using an agentql query or natural language prompt. use after defining your query or prompt and a url or html.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Create Remote Browser Session
Tool to create a remote browser session. use when you need to run browser automation on remote infrastructure.
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 Agentql, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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