Turn task activity into a document follow-up check
When a task is created or marked complete, let Notis surface available documents that may help your team decide on the next step.
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 Documents List
Tool to retrieve a list of documents associated with the account. use when you need to list all documents.
Why this helps
Completing a task can leave the next paperwork check buried in another app or in someone's memory.
- Pair task activity with a fresh document-list view.
- Make potential next steps visible in a run report.
- Help prevent paperwork follow-up from falling through the cracks.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Boloforms once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3In one instruction, ask Notis to retrieve the Boloforms document list when a task is created or completed and summarize possible next-step paperwork for review.
- 4Pick the Task Created or Completed trigger and choose where run reports go.
- 5Test with one real Salesforce task event.
Questions about this workflow
Can I make this run only for selected task statuses or subjects?
The trigger supports optional filtering by task Status or Subject. Pick the trigger and use the available options if they fit the workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Boloforms. A trigger fires from one place; an action lands in another.
Salesforce triggers
Boloforms actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Documents List
Tool to retrieve a list of documents associated with the account. use when you need to list all documents.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce and Boloforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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