Capture the next step after Salesforce task completion
Close a Salesforce task and give the next client action a place to land in Clientary.
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 Task
Tool to create a new task in Clientary. Use when you need to create a task with a title, optionally associating it with a project and assignee.
Why this helps
Completing one sales task often creates another follow-up that can disappear between tools.
- Make next steps easier to capture
- Reduce dropped follow-ups after sales activity
- Keep client work visible in one place
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3Describe what Clientary task should be created when a Salesforce Task is completed, using available task context to identify the next step.
- 4Pick the Salesforce Task Created or Completed trigger and choose where run reports should go.
- 5Test with one real completed Salesforce Task.
Questions about this workflow
Will it create a task for every Salesforce task?
The Salesforce trigger can fire on Task creation or when its status changes to Completed. Specify that the Clientary follow-up should be created for completed tasks.
Does Clientary require a project or assignee?
The Create Task action makes those associations optional. Include them in your instruction only when the relevant information is available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Clientary. A trigger fires from one place; an action lands in another.
Salesforce triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a new client record in Clientary. Use when you need to add a new client to the system with company details and contact information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact within a specified client. Use when you need to add a contact to a client account with name and email as required fields.
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 Expense
Tool to create a new expense record in Clientary to track expenditures within your account. Use when you need to record expenses, optionally assigning them to specific clients or projects. Requires an amount field.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Create Lead
Tool to create a new lead record in Clientary. Use when you need to add a new lead to the system with company details and contact information.
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 Clientary with name and rate. Use when you need to set up a new project for tracking time, expenses, or managing client work.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Create Task
Tool to create a new task in Clientary. Use when you need to create a task with a title, optionally associating it with a project and assignee.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Delete Client
Tool to remove a client and all associated projects, invoices, estimates, and contacts. Use when you need to permanently delete a client from Clientary. WARNING: Deletions are permanent and not reversible.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Delete Lead
Tool to permanently delete a lead and all associated Estimates and Contacts. Use when you need to remove a lead that is no longer needed. Warning: This action is irreversible.
Connect any two apps with Notis in the middle.
Salesforce and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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