Build a searchable archive of completed tasks
When a task is completed in Salesforce, Notis automatically creates an archive record in Airtable with the task details, completion date, and any associated contact or account. You build a complete history of follow-ups, calls, and actions without lifting a finger. Later, when you need to reference what happened with a contact or why a deal stalled, you search Airtable instead of hunting through Salesforce task lists or your email.
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 a record
Creates a new record in a specified airtable table; field values must conform to the table's column types.
Why this helps
Completed tasks vanish into Salesforce's back pages or your cluttered inbox. You can't remember what you promised to follow up on, or you re-do work because you forgot it was already done. Relationship context gets lost.
- Searchable archive means you find past commitments and follow-ups in seconds
- Prevent re-work and dropped balls by reviewing completed actions with contacts
- Build accountability by logging who did what and when in an immutable record
- Reduce cognitive load; trust the system to remember instead of keeping mental notes
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Airtable to Notis once.
- 2Create an automation: 'When a task is completed in Salesforce, create an Airtable record with the task subject, contact name, completion date, and any notes.'
- 3Select 'Task Created or Completed' as your trigger (Notis will filter for completed status).
- 4Choose where Notis reports runs.
- 5Test by marking a task as complete in Salesforce; the archive record appears in Airtable moments later.
Questions about this workflow
Will this capture tasks that were completed before I set up this automation?
This automation runs going forward from setup. For historical tasks, ask Notis to backfill completed tasks from the past month or year.
Can I filter by task type or subject?
Yes. Tell Notis 'only archive calls and emails' or 'exclude internal tasks,' and it will filter accordingly.
What if a task doesn't have a related contact?
Notis logs it anyway and marks the contact field as blank or unknown. You still have the archive entry for context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Airtable. A trigger fires from one place; an action lands in another.
Salesforce triggers
Airtable actions
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 base
Creates a new airtable base with specified tables and fields within a workspace; ensure field options are valid for their type.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Create Comment
Creates a new comment on a specific record within an airtable base and table.
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.
Create Field
Creates a new field within a specified table in an airtable base.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Create multiple records
Creates multiple new records in a specified airtable table.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Create a record
Creates a new record in a specified airtable table; field values must conform to the table's column types.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Create table
Creates a new table within a specified existing airtable base, allowing definition of its name, description, and field structure.
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.
Delete Comment
Deletes an existing comment from a specified record in an airtable table.
Delete multiple records
Deletes up to 10 specified records from a table within an airtable base.
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When this happens · Trigger
Do this · Action
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