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Review social post history with sales context

Get a regular view of past post performance and the Salesforce activity you ask Notis to consider.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get Post History

Tool to retrieve ayrshare post history with metrics. use when you need to fetch and filter past posts by date, status, or record count.

Why this helps

Post metrics and CRM activity live in separate places, making it harder to see which topics deserve another look.

  • Retrieve Ayrshare post history and metrics on a regular cadence.
  • Bring available Salesforce activity into the same review when accessible to Notis.
  • Spot posts that may merit follow-up without manually pulling separate reports.

Setup

Build it in a few focused steps.

  • 1Connect Salesforce and Ayrshare once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it for the recurring review.
  • 3Tell Notis which Ayrshare history period and metrics to review, and which available Salesforce activity to include in the summary.
  • 4Pick a recurring schedule trigger and choose where run reports go.
  • 5Test with one real review period.

Questions about this workflow

Does Ayrshare history provide sales attribution?

This action retrieves post history with metrics. Sales attribution or a link between a post and revenue must be supplied by you or available in the data Notis can access.

Can I choose the review period?

Yes. Describe the dates, status, or record count you want Notis to use when retrieving history.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Salesforce to Ayrshare. A trigger fires from one place; an action lands in another.

Salesforce triggers

Ayrshare actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Auto Schedule

Tool to create a new auto-post schedule with specified times and optional weekday filters. use when setting up recurring posting plans.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete a previously published Ayrshare post

Tool to delete an ayrshare post. use when you need to remove a published or scheduled post by its ayrshare post id, after confirming the correct id. note: instagram and tiktok published posts cannot be deleted via api; set `mark manual deleted=true` or remove manually.

ActionInstant

Account Created or Updated

Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

TriggerPolling

Get Post History

Tool to retrieve ayrshare post history with metrics. use when you need to fetch and filter past posts by date, status, or record count.

ActionInstant

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

TriggerPolling

Set Auto Schedule

Tool to set up an auto-post schedule with specified times and optional weekday filters. use when scheduling posts around a recurring pattern.

ActionInstant

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.

TriggerPolling

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

Connect any two apps with Notis in the middle.

Salesforce and Ayrshare, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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