Create Basin submission alerts from a Salesforce task event
Make the next intake step easier to monitor by setting up a Basin submission notification when a sales task reaches the milestone you choose.
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
Create Notification
Tool to create a new notification webhook. use when you need to forward form submissions to an external service.
Why this helps
Form notifications can be missed when nobody remembers to configure them for a new follow-up process.
- Create a Basin notification webhook in response to a chosen Salesforce task event.
- Make the form and external destination explicit in the automation instruction.
- Reduce manual setup when a sales process introduces a new intake step.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Basin once in the Notis portal.
- 2Create an automation named Sales Task Submission Alert Setup.
- 3Tell Notis: When the specified Salesforce task event occurs, create a Basin notification webhook for the form and external destination I provide.
- 4Pick the Salesforce Task Created or Completed trigger and choose where run reports should go.
- 5Test with one real task event and review the notification webhook.
Questions about this workflow
Can I use this to send a notification for Basin submissions?
The Basin action creates a notification webhook to forward form submissions to an external service. Provide the form and destination details in your instruction.
Can Notis create a webhook for any task status?
The Salesforce event supports optional filtering by task status or subject. Choose the event configuration available for your automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Basin. A trigger fires from one place; an action lands in another.
Salesforce triggers
Basin actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Form
Tool to create a new form in basin. use when you need to automate form setup with name, timezone, and project association; optionally configure redirect, notifications, or spam protection.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Form Webhook
Tool to create a new webhook for a specific form. use when you need to programmatically add a webhook once you have the form id and callback url confirmed.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Create Notification
Tool to create a new notification webhook. use when you need to forward form submissions to an external service.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Create Project
Tool to create a new basin project. use when you need a new organizational container for forms. example: "create a project named marketing leads."
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.
Delete Form
Tool to delete a form. use when permanently removing a form after it's no longer needed. ensure the form id is correct; this operation is irreversible.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Delete Integration
Tool to delete a form webhook integration. use when removing an obsolete integration by id.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Delete Project
Tool to delete a project. use when you need to remove a project after confirming its id. returns the deleted project's details.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Delete Webhook
Tool to delete a specific webhook. use when you need to remove a webhook from a form after confirming its id.
Connect any two apps with Notis in the middle.
Salesforce and Basin, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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