Turn completed Salesforce activities into Agiled next steps
A completed call or activity often creates another task. Let Notis capture the next step in Agiled while the context is 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
Create Task
Tool to create a new task in agiled. use when you have all task details and want to add it to your project board. example: "create a task titled 'draft specs' for project 45, assigned to user 7, priority normal, due date 2025-11-05."
Why this helps
Follow-up gets dropped when a completed activity does not prompt anyone to record what happens next.
- Capture follow-up while activity context is fresh.
- Keep next steps in the task workspace.
- Reduce the need to revisit Salesforce to remember what is next.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Agiled once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language.
- 3Describe which completed activities should create an Agiled task and what the task should ask someone to do.
- 4Pick the Task Created or Completed trigger and choose where run reports go.
- 5Test with one real completed Salesforce task.
Questions about this workflow
Will this run for every Salesforce task?
The event fires when a task is created or its status changes to Completed, and supports optional Status or Subject filtering. Describe the relevant task criteria in your instruction.
Does Salesforce provide the next action automatically?
Not necessarily. Tell Notis how to formulate a useful next step, or rely on relevant details included in the task event.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Agiled. A trigger fires from one place; an action lands in another.
Salesforce triggers
Agiled actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Expense
Tool to create a new expense in agiled. use after gathering expense details and authenticating with your api key.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Project
Tool to create a new project in agiled. use when you have collected all project details and need to set up the project before assigning tasks. example: "create a new project named website redesign with start date 2023-09-01 and status in progress."
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 Task
Tool to create a new task in agiled. use when you have all task details and want to add it to your project board. example: "create a task titled 'draft specs' for project 45, assigned to user 7, priority normal, due date 2025-11-05."
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Create Ticket
Tool to create a new support ticket in agiled. use after gathering all required ticket details (subject, message, priority, user id).
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.
Get Contacts
Tool to retrieve a list of all contacts. use after configuring the api key to fetch contacts with optional pagination or search filters.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Get Currencies
Tool to list currencies. use when you need to fetch available currency options after authentication.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Get Deals
Tool to retrieve a list of all deals. use after confirming your api key to list all deals for crm reporting.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Get Employees
Tool to retrieve a list of all employees. use when you need up-to-date employee directory from agiled.
Connect any two apps with Notis in the middle.
Salesforce and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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