Keep the next conversation moving after a task
A completed task can be the signal to make the next call. Tell Notis when to use your Bolna agent and what the call should accomplish.
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
Make a phone call from agent
Initiate calls
Why this helps
Finishing one follow-up task does not always make the next step obvious, so conversations can stall.
- Turn a task event into a clear next conversation.
- Reduce the need to remember follow-up after completing CRM work.
- Set the call purpose in one plain-language instruction.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Bolna once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, describe when a task event should lead to a call and which Bolna agent to use.
- 4Pick Task Created or Completed and choose where run reports should go.
- 5Test with one real task event and confirm the call starts as intended.
Questions about this workflow
Does the trigger cover task creation and completion?
Yes. It triggers when a Task is created or when its status changes to Completed.
Can I specify which task events matter?
The trigger supports optional filtering by task Status or Subject. Describe the intended task criteria in your instruction and choose the available trigger options.
Will it update the Salesforce task?
This workflow starts a Bolna call. It does not update Salesforce task records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Bolna. A trigger fires from one place; an action lands in another.
Salesforce triggers
Bolna actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete agent by id
Delete an agent
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete batch by id
Delete a batch
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Fetch all batches by agent id
List all batches for agent
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Get all agents
List all agents
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.
Get all phone numbers
List all phone numbers for your account
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Get execution by id
Retrieve specific execution by `execution id`
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Make a phone call from agent
Initiate calls
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Retrieve agent by id
Retrieve an agent
Connect any two apps with Notis in the middle.
Salesforce and Bolna, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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