Turn Salesforce follow-ups into deal updates
After a task is created or marked complete, have Notis use the available task context to prepare the next relevant deal update in Api labz.
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
Integrate Deal
Tool to integrate a deal into api labz. use when you need to push a new or updated deal record into the system after preparing required fields.
Why this helps
Follow-up work and deal records often drift apart when updates depend on remembering one more manual step.
- Connect follow-up activity to deal maintenance
- Reduce the chance of missing a deal update after a task
- Review workflow outcomes in run reports
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.
- 3Tell Notis in one instruction how to use the task event context to prepare a relevant deal update in Api labz.
- 4Pick Task Created or Completed and choose where run reports go.
- 5Test with one real Salesforce task event.
Questions about this workflow
Can this trigger distinguish a completed task from a newly created one?
The event can fire for a task creation or when its status changes to Completed. It supports optional filtering by task Status or Subject in the event configuration.
Does the task event include all related deal history?
Only use context returned by Salesforce. If the task does not include needed deal details, describe how Notis should report that missing context.
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.
Validate IBAN
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Integrate Deal
Tool to integrate a deal into api labz. use when you need to push a new or updated deal record into the system after preparing required fields.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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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
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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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