Make completed Salesforce tasks easier to scan
Turn task activity into a concise visual recap that helps the next action stay visible.
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
HTML to Image
Tool to convert base64-encoded html to an image. use when you need to render raw html or a url into png, jpeg, or webp after content load.
Why this helps
Completed tasks often vanish into activity history before anyone captures what matters next.
- Keep a visible record of task activity.
- Make completed work easier to scan between meetings.
- Reduce the chance of losing the next step in activity history.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Cloudlayer once in the Notis portal.
- 2Create an automation in Automations, then choose New Automation and add a name and prompt.
- 3Tell Notis to render an image recap from the task details Salesforce returns, including a next step only when one is present.
- 4Choose Task Created or Completed as the trigger and select where run reports should go.
- 5Test with one real task completion.
Questions about this workflow
Does the event run only on completion?
It can run when a Task is created or when its status changes to Completed. The trigger supports optional filtering by status or subject.
Will Notis invent a next step if none is recorded?
No. The instruction asks it to include a next step only when the task data contains one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Cloudlayer. A trigger fires from one place; an action lands in another.
Salesforce triggers
Cloudlayer actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Account Created or Updated
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Get API Status
Tool to test api reachability. use when checking if the cloudlayer api is available.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
HTML to Image
Tool to convert base64-encoded html to an image. use when you need to render raw html or a url into png, jpeg, or webp after content load.
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.
Convert HTML to PDF
Tool to convert html or a public url into a pdf document. use when you need programmatic pdf generation from html content.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
List Assets
Tool to list the ten most recent assets. use when you need to retrieve your latest cloudlayer assets.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
List Storage Configurations
Tool to retrieve a list of all storage configurations. use after authenticating to cloudlayer to view your account's storage settings.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Convert URL to Image
Tool to convert a webpage url to an image. use when dynamic screenshot parameters are needed.
Connect any two apps with Notis in the middle.
Salesforce and Cloudlayer, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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