Prepare the next customer touch when a Salesforce task completes
Close one task and let Agenty refresh the public context that may help with the next conversation.
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
Start Agent Job
Tool to start a new agent job. use when you need to trigger execution of an existing agent.
Why this helps
After completing a customer task, the next useful follow-up can get buried as attention moves to the next urgent item.
- Use completed tasks as a cue for next-touch preparation.
- Refresh public customer context after an interaction.
- Reduce the chance that useful follow-up research gets postponed.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Agenty once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to start your Agenty research agent using the completed task details and related company information, then summarize current public context for a next touch.
- 4Pick Task Created or Completed as the trigger and choose where run reports go.
- 5Test with one real task completion.
Questions about this workflow
Will it run for every created task too?
The trigger can fire when a task is created or when its status changes to Completed. Use the trigger's available optional status or subject filtering if needed.
What if the task has no related company details?
The event may not supply enough context. Ask the agent to report when it cannot identify a company or website.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Agenty. A trigger fires from one place; an action lands in another.
Salesforce triggers
Agenty actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Clone Agent by ID
Tool to clone an existing agent by its id. use when you need to duplicate an agent's configuration and optionally start the clone immediately.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Agent
Tool to create a new agent. use when you need to add an agent with configuration and optional auto-start.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Get Agent Templates
Tool to fetch all public agent templates and sample agents. use when listing available templates for users to select.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Delete Agent by ID
Tool to delete a single agent by its id. use when you need to permanently remove an agent after confirming it exists.
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.
Fetch all agents
Tool to fetch all active agents under an account. use after authenticating when you need to list agents with pagination and sorting.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Get Agent by ID
Tool to fetch details of a specific agent by its id. use when you need full agent configuration before taking further actions.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Update Agent by ID
Tool to update an agent's configuration and settings by agent id. use when you need to modify an existing agent after retrieving its current settings. example: "update agent 123 with new name and tags."
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Create API Key
Tool to create a new api key. use when you need to provision access credentials for the api.
Connect any two apps with Notis in the middle.
Salesforce and Agenty, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Agenty.