Bring detailed call information into task wrap-up
Finish a Salesforce task and pull the details of a specific Callingly call into your wrap-up, using its call ID.
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 Call
Tool to retrieve details of a specific call by its id. use when you need detailed metadata of a call record after confirming call id.
Why this helps
Closing a task can require a second search for call details before you can confidently record what happened.
- Get detailed metadata for a specific call during task wrap-up.
- Reduce a separate search for call records.
- Make review more complete when the call ID is available.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Callingly once in the Notis portal.
- 2Create an automation and explain how the relevant Callingly call ID will be provided.
- 3Pick the Salesforce Task Created or Completed trigger and add a supported Status or Subject filter if useful.
- 4Choose a report channel and test with a real task and known call ID.
Questions about this workflow
Can Get Call find a call without its ID?
The action retrieves a specific call by its ID, so the ID needs to be available to the workflow.
Can the Salesforce trigger focus on completed tasks?
Yes. The trigger fires when a task is created or when its status changes to Completed, with optional Status or Subject filtering.
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.
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Webhook trigger
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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
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Contact Updated
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Record Updated (Generic SObject)
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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
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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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