Check your Amcards cards after Salesforce task activity
Pair completed Salesforce work with a quick look at your Amcards cards.
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
Get Cards
This tool retrieves a list of all cards associated with the authenticated account. the action is completely independent and doesn't require any external resource ids or parameters beyond authentication. it allows users to monitor, track, and manage their cards.
Why this helps
After logging or completing a Salesforce task, the state of your available cards may still require a separate check.
- See the available card inventory in a run report
- Keep mailing operations visible beside Salesforce activity
- Reduce the need to open a separate app for a status check
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Amcards once in the Notis portal.
- 2Create an automation in the portal or tell Notis what outcome you want from any channel.
- 3In one instruction, ask Notis to retrieve Amcards cards when a Salesforce task is completed and summarize the returned inventory.
- 4Pick the Salesforce Task Created or Completed trigger and choose where run reports should go.
- 5Test with one real completed task and review the result.
Questions about this workflow
Can this send a card when a task completes?
No. The available Amcards action retrieves cards and does not send or create mailings.
Can I limit this to certain Salesforce tasks?
The trigger supports optional status or subject filtering as described in the event. Choose the relevant trigger options when selecting the trigger; Notis setup does not add custom field mapping.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Amcards. A trigger fires from one place; an action lands in another.
Salesforce triggers
Amcards actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Cards
This tool retrieves a list of all cards associated with the authenticated account. the action is completely independent and doesn't require any external resource ids or parameters beyond authentication. it allows users to monitor, track, and manage their cards.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Contacts
This tool retrieves a list of contacts from amcards. it is used for managing contacts by providing details like limit, skip, and filters (e.g., last name, first name, email). the tool returns an array of contact objects containing fields such as id, first name, last name, email, created at, and updated at.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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 Amcards, 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 Amcards.