Review calling activity when a Salesforce task is done
Close a Salesforce task and gather the Callingly call history relevant to your next review, using filters you specify.
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
List Calls
Tool to list calls. use when you need to retrieve multiple call records with optional filters such as date range, team, and pagination after identifying the need for a collection of calls.
Why this helps
A completed task can leave you piecing together call activity across separate tools.
- Gather call records at a natural task completion point.
- Make it easier to prepare for the next customer conversation.
- Use date, team, or pagination filters when your review needs them.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Callingly once in the Notis portal.
- 2Create an automation and describe which call records should be included in the review.
- 3Pick the Salesforce Task Created or Completed trigger and specify a supported status or subject filter if needed.
- 4Choose a report channel, then test with one completed task.
Questions about this workflow
Can the task trigger be limited?
The trigger supports optional filtering by task Status or Subject.
Can Callingly call results be filtered?
List Calls supports optional filters such as date range, team, and pagination. State the criteria needed for the review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Callingly. A trigger fires from one place; an action lands in another.
Salesforce triggers
Callingly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Activate/Deactivate Client Account
Tool to activate or deactivate a client account. use when you need to toggle client access after onboarding or offboarding. example: "activate client 123" or "deactivate client 456".
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Agent
Tool to create a new agent. use when you need to register an agent in callingly after gathering their account id and contact 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 Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Create Client
Tool to create a new client. use when adding a new client to your callingly account.
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 Team
Tool to create a new team. use when setting up a team configuration before adding agents.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Create Webhook
Tool to create a new webhook for call or lead events. use when you need to receive real-time notifications on specific events. example: "create a webhook for call completed events to http://example.com/callback".
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Delete Agent
Tool to delete an agent. use when permanently removing an agent after confirming the agent id.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Delete Client
Tool to delete a client. use when you need to remove an existing client from your account after confirming its id.
Connect any two apps with Notis in the middle.
Salesforce and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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