Make Salesforce task activity easier to pick up
A new or completed Salesforce task can prompt a Trello search for connected work, helping you see what may need attention next.
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
Trello AI Search Engine
Tool to search trello boards, lists, and cards using ai-driven queries. use when you need to quickly locate relevant trello cards, lists, or boards.
Why this helps
Task updates can disappear into the CRM while the related work remains buried in a board.
- Find possible work connected to task activity
- Reduce manual searches after a follow-up
- Keep CRM activity linked to visible project context
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Api labz once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe in one instruction how to search Trello with available task context and summarize potentially related work.
- 4Pick Task Created or Completed and choose where run reports go.
- 5Test with one real Salesforce task event.
Questions about this workflow
Can I limit the trigger by task subject or status?
The event supports optional filtering by task Status or Subject.
Will the workflow mark Trello cards complete?
No. The configured Api labz action searches Trello and does not update cards.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Api labz. A trigger fires from one place; an action lands in another.
Salesforce triggers
Api labz actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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Tool to list all airtable tables for a given base. use when you need to retrieve table names before interacting with a table.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Trello AI Search Engine
Tool to search trello boards, lists, and cards using ai-driven queries. use when you need to quickly locate relevant trello cards, lists, or boards.
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 Api labz, 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 Api labz.