Keep technical follow-up from slipping after customer calls
When a Salesforce task is completed, Notis can turn its technical next steps into work your team can track.
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 an issue
Creates a new issue in a bitbucket repository, setting the authenticated user as reporter; ensures assignee (if provided) has repository access, and that any specified milestone, version, or component ids exist.
Why this helps
Important technical commitments can be lost after a call is marked complete in the CRM.
- Carry commitments from customer activity into the work backlog.
- Make follow-up visible after a task is completed.
- Save time rewriting call notes as engineering issues.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Bitbucket once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe that Notis should create an issue only when a completed task contains a concrete technical follow-up, and include the relevant context.
- 4Pick Task Created or Completed and choose where run reports go.
- 5Test with one real completed Salesforce task example.
Questions about this workflow
Can it ignore tasks without technical follow-up?
Yes. Describe that condition in your instruction. The trigger can fire on task creation or completion, and the prompt guides Notis on whether an issue is warranted.
Can the task trigger be filtered by subject or status?
The event supports optional filtering by task Status or Subject. Choose the trigger options available in Notis.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Bitbucket. A trigger fires from one place; an action lands in another.
Salesforce triggers
Bitbucket actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create a branch
Creates a new branch in a bitbucket repository from a target commit hash; the branch name must be unique, adhere to bitbucket's naming conventions, and not include the 'refs/heads/' prefix.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create an issue
Creates a new issue in a bitbucket repository, setting the authenticated user as reporter; ensures assignee (if provided) has repository access, and that any specified milestone, version, or component ids exist.
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 an issue comment
Adds a new comment with markdown support to an existing bitbucket issue.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Create a pull request
Creates a new pull request in a specified bitbucket repository, ensuring the source branch exists and is distinct from the (optional) destination branch.
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.
Create repository
Creates a new bitbucket 'git' repository in a specified workspace, defaulting to the workspace's oldest project if `project key` is not provided.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Create snippet comment
Posts a new top-level comment or a threaded reply to an existing comment on a specified bitbucket snippet.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Delete issue
Permanently deletes a specific issue, identified by its `issue id`, from the repository specified by `repo slug` within the given `workspace`.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Delete repository
Permanently deletes a specified bitbucket repository; this action is irreversible and does not affect forks.
Connect any two apps with Notis in the middle.
Salesforce and Bitbucket, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Bitbucket.