Start AppDrag follow-up from Salesforce tasks
Turn a Salesforce task event into a dependable handoff to your AppDrag backend process.
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
Execute Cloud Backend function via POST
Tool to execute a Cloud Backend API function via POST on the default environment. Use when you need to call a function with POST parameters and optional APIKey.
Why this helps
Follow-up work can get lost when task completion is recorded in one system and the next action lives somewhere else.
- Use task creation or completion as a handoff point.
- Start an existing AppDrag follow-up function from Salesforce activity.
- Keep operational steps moving without a manual reminder.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and AppDrag once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for task follow-up.
- 3Tell Notis what follow-up your AppDrag function should start and what task details it needs.
- 4Pick the Task Created or Completed trigger and choose where run reports should go.
- 5Test with one real Salesforce task and confirm the expected AppDrag process runs.
Questions about this workflow
Does it run for every Salesforce task?
The listed event triggers on task creation or when its status changes to Completed. The event supports optional status or subject filtering, but users do not build filters in the Notis setup steps.
What does the AppDrag action call?
It calls an existing Cloud Backend function using POST. The function must be ready to handle the information you ask Notis to send.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Appdrag. A trigger fires from one place; an action lands in another.
Salesforce triggers
Appdrag actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Execute Cloud Backend function via DELETE
Tool to execute a Cloud Backend API function via DELETE on the default environment. Use when you need to call a function with DELETE parameters and optional APIKey.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Execute Preprod Function (DELETE)
Tool to execute the pre-production version of a Cloud Backend API function via DELETE. Use when you need to test or validate delete operations in the preprod environment before production deployment.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Execute PROD API Function (GET)
Tool to execute a production Cloud Backend API function via GET. Includes robust URL handling and fallbacks to accommodate management base URLs.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Execute Dev Function (PATCH)
Tool to execute the development version of a Cloud Backend API function via PATCH. Use after deploying or updating your function to the dev environment.
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.
Execute Cloud Backend function via POST
Tool to execute a Cloud Backend API function via POST on the default environment. Use when you need to call a function with POST parameters and optional APIKey.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Execute Function POST (Preprod Env)
Tool to execute a Cloud Backend API function via POST on the preprod environment. Use when you need to test a function in the preprod environment before releasing to production. Include apiKey if your function requires APIKey security.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Execute Cloud Backend function via PUT (default)
Tool to execute a Cloud Backend API function via PUT on the default environment. Use when you need to call a function with PUT parameters and optional APIKey.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Execute Cloud Backend function via PUT (preprod)
Tool to execute a Cloud Backend API function via PUT on the preprod environment. Use when you need to call a function with PUT parameters and optional APIKey in preprod.
Connect any two apps with Notis in the middle.
Salesforce and Appdrag, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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