Record energy readings when audit tasks are done
Close the loop after an energy audit by having Notis update the Corrently CO2 meter reading when its Salesforce task is completed.
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
CO₂ Meter Update
Tool to create or update a co₂ meter reading for emissions tracking. use when sending new or updated electricity consumption readings to corrently.
Why this helps
Audit findings can sit in CRM notes while the emissions meter remains unchanged until someone remembers a second update.
- Tie meter updates to completed audit work
- Reduce forgotten follow-up after a task closes
- Use reading details available from the task or supplied instruction
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Corrently once in the Notis portal.
- 2Create a named automation in Automations, then New Automation.
- 3Describe in one instruction that Notis should update the Corrently CO2 meter with the electricity consumption reading associated with the completed audit task.
- 4Pick Salesforce Task Created or Completed and select the relevant task status or subject when choosing the trigger options.
- 5Choose a report channel and test with one real completed task that has the reading details.
Questions about this workflow
Can the workflow read details from a task?
It can use details returned with the trigger context. If the consumption reading is not present there, include it in your instruction or otherwise supply it.
Does task creation also start this workflow?
The listed event can trigger on task creation or when a task becomes Completed. Choose the relevant trigger options for your use case.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Corrently. A trigger fires from one place; an action lands in another.
Salesforce triggers
Corrently actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
CO₂ Meter Update
Tool to create or update a co₂ meter reading for emissions tracking. use when sending new or updated electricity consumption readings to corrently.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Tool to get solar energy production forecasts (hourly output and loss estimates) for a specific location. use when you need hourly pv generation data to optimize energy scheduling.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce and Corrently, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Corrently.