Pair completed sales tasks with fresh account news
Finish a sales task and get a quick news check to help shape what comes next.
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
List Latest News
Tool to retrieve the latest news articles from Currents News API. Use when you need a real-time feed of recent articles.
Why this helps
After completing a call or follow-up, the next step can be unclear when account developments live outside the CRM.
- Connect completed work to a timely account check.
- Support more informed next-step planning.
- Keep external research close to the sales workflow.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Currents api once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Describe the outcome in one instruction: when a sales task completes, search recent news about the related account and summarize relevant follow-up context.
- 4Pick the Task Created or Completed trigger, choose where run reports go, and test with one real example.
Questions about this workflow
Can it tell whether a task is completed?
Yes. This trigger runs when a Task is created or when its status changes to Completed. You can describe the intended task context in the prompt.
What if the task does not identify an account?
The search may lack enough context. Include the account or company in the task details when you want account-specific headlines.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Currents api. A trigger fires from one place; an action lands in another.
Salesforce triggers
Currents api actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
List Latest News
Tool to retrieve the latest news articles from Currents News API. Use when you need a real-time feed of recent articles.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Activities Watch
Tool to start a notification channel to watch activities for a specified user and application. Use when needing to receive push notifications for user activity; call after OAuth credentials and webhook endpoint are set up.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Get Entity Usage Reports
Tool to retrieve usage statistics for a specific Google Workspace entity. Use when you need to analyze entity usage on a particular date.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
List Users
Tool to list users in a Google Workspace domain. Note: - When the provided base_url points to Currents News API (api.currentsapi.services), this action will gracefully fall back to listing latest news articles to ensure a valid response, since the Currents News API does not expose a users endpoint. - When the base_url points to Google Admin Directory API, it will list users from the domain/customer specified.
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.
Get User Usage Report
Tool to retrieve the usage report for a specified user on a given date. Use after confirming the userKey and date. Use when detailed usage metrics are needed for auditing or monitoring.
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 Currents api, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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