Make client follow-up easier after a Salesforce task
A completed task can prompt Notis to surface Bidsketch client records for your next follow-up review.
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
Get Clients
Tool to retrieve all clients. use when you need to list all clients on the account.
Why this helps
Task completion can close one loop while leaving the next client action buried across tools.
- Prompt a client review after completing sales work
- Keep follow-up review connected to a real Salesforce activity
- Reduce the effort of opening multiple tools to plan the next step
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Bidsketch once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3Ask Notis to retrieve the Bidsketch client list when a Salesforce task is completed and summarize useful returned details in the run report.
- 4Choose the Salesforce Task Created or Completed trigger and where run reports should go.
- 5Test with one real completed task and review the report.
Questions about this workflow
Does this run for every new task?
The trigger runs when a Task is created or when its status changes to Completed. It supports optional filtering by task Status or Subject in the event definition.
Does this action fetch details for one client?
No. Get Clients retrieves all clients for the account. The workflow can summarize returned details for review.
Will Notis decide the next follow-up action?
Notis can summarize information available in the returned client list. A specific next step should be described in your instruction, and any missing context must be supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Bidsketch. A trigger fires from one place; an action lands in another.
Salesforce triggers
Bidsketch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Client
Tool to delete a client and all their proposals. use when you want to permanently remove a client and its associated proposals from your account.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Delete Fee
Tool to delete a fee. use when a saved fee is no longer needed. use after confirming this fee isn't referenced in any live proposals.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
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 Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Delete Section
Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Delete Webhook
Tool to delete a webhook. use after obtaining the webhook id to remove it.
Connect any two apps with Notis in the middle.
Salesforce and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Bidsketch.