Turn completed Salesforce tasks into timely texts
Close the loop with a short message when a call or other task is marked complete.
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
Send SMS Messages
Tool to send one or more SMS messages via ClickSend. Use when you need to send SMS messages to recipients. Supports up to 1000 messages per API call and provides detailed status for each message.
Why this helps
After finishing a call or follow-up task, sending the promised text can become a separate job that gets forgotten in the next context switch.
- Close the loop immediately after a task is completed.
- Make routine follow-up more consistent.
- Use task context to keep each message relevant.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and ClickSend once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis in one instruction which completed tasks should prompt a text and what useful follow-up it should send using available task details.
- 4Pick the Salesforce Task Created or Completed trigger and choose where run reports should go.
- 5Test with one real completed task and confirm the recipient and message.
Questions about this workflow
Does this run for every task?
The listed trigger supports optional filtering by task Status or Subject. Specify the task type or subject you want in your instruction and select the relevant trigger options available.
Can it send the task notes by text?
You can ask Notis to use relevant details returned with the task, but avoid including sensitive notes in an SMS.
When does the trigger fire?
The Salesforce event fires when a Task is created or its status changes to Completed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to ClickSend. A trigger fires from one place; an action lands in another.
Salesforce triggers
ClickSend actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Account Usage by Subaccount
Tool to retrieve account usage statistics by subaccount for a specific month and year. Use when you need to view usage breakdown across subaccounts for billing or monitoring purposes.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Send Account Activation Token
Tool to send an account activation token for verification. Use when you need to verify a new user account via SMS or other verification method.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Verify New Account
Tool to verify a new ClickSend account using an activation token. Use when you need to activate a newly created account with the token received during registration.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Calculate Post Letter Price
Tool to calculate the price for sending post letters without actually sending them. Use when you need to estimate the cost of postal letters before sending.
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.
Calculate SMS Campaign Price
Tool to calculate the price for an SMS campaign before sending. Use when you need to estimate costs for an SMS campaign to a contact list. Pricing depends on the number of recipients, message length, and destination countries.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Create Email Delivery Receipt Automation
Tool to create an email delivery receipt automation rule in ClickSend. Use when you need to set up automated actions to trigger when email delivery receipts are received.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Create Inbound Fax Automation
Tool to create a new inbound fax automation rule in ClickSend. Use when you need to set up automated actions to trigger when inbound faxes are received.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Create Fax Delivery Receipt Automation
Tool to create a fax delivery receipt automation rule in ClickSend. Use when you need to set up automated actions to trigger when fax delivery receipts are received.
Connect any two apps with Notis in the middle.
Salesforce and ClickSend, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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