Keep follow-up moving after Salesforce tasks close
A completed CRM task can trigger the next piece of work in Breeze, based on the follow-up rule you give Notis.
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 Card
Tool to create a new card in a project. use after confirming the project id. creates a task with details like name, due date, and assignees.
Why this helps
Closing one task often creates another, and that next action can be forgotten between systems.
- Create follow-up work when a Salesforce task is completed.
- Carry relevant task details into Breeze.
- Use your instruction to define which completed tasks need another step.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Breeze once in the Notis portal.
- 2Create a new automation and give it a clear name.
- 3Tell Notis which completed Salesforce tasks should create a Breeze follow-up card, and provide the existing Breeze project and next-step rule.
- 4Pick Task Created or Completed as the trigger.
- 5Choose where run reports go, then test with one real completed Salesforce task.
Questions about this workflow
Does the trigger support completed tasks?
Yes. It fires when a task is created or when its status changes to Completed, and supports optional filtering by task status or subject.
Can this create a card for every completed task?
You can state that in your instruction, or describe which task subjects or circumstances should create a card.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Breeze. A trigger fires from one place; an action lands in another.
Salesforce triggers
Breeze actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Project People
Tool to add people to a project. use when you have a valid project id and one or more email addresses to invite them.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Archive Project
Tool to archive a specific project. use when you need to hide a completed or inactive project from active views after confirming its details.
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 Card
Tool to create a new card in a project. use after confirming the project id. creates a task with details like name, due date, and assignees.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
CREATE_LIST
Tool to create a new list (stage) in a breeze project. use when you've selected a project and need to add a new stage. example: "create a new todo list for project 42."
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 Project
Tool to create a new project in breeze. use when you have the project name and want to initialize it via the api.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Create Workspace
Tool to create a new workspace. use after deciding on the workspace name.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Delete Card
Tool to delete a specific card (task) by its id. use when you need to remove a task permanently; deletions cannot be undone.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Delete Project
Tool to delete a specific project by id. use when you need to remove a project after confirming its id.
Connect any two apps with Notis in the middle.
Salesforce and Breeze, 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 Breeze.