Bring Cursor agent context into completed task follow-up
Close the Salesforce task with the related Cursor agent conversation ready to review.
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
Get Agent Conversation
Tool to retrieve the conversation history for a specific cloud agent. Use when you need to view the messages exchanged between the user and the agent. Returns error with status 404 if the agent is not found or access is denied.
Why this helps
A completed CRM task can leave the coding discussion in a separate tool, making it harder to pick up the next step.
- Review the coding discussion alongside a completed task.
- Reduce app switching when preparing follow-up.
- Keep the relevant agent conversation available in the run report.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Cursor once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe that Notis should retrieve the Cursor agent conversation for the agent ID you provide and include it in the run report.
- 4Pick the Salesforce Task Created or Completed trigger and choose where run reports go.
- 5Test with one real completed task and a valid Cursor agent ID.
Questions about this workflow
Does the Salesforce task provide the Cursor agent ID?
The listed task trigger does not promise a Cursor agent ID. Provide the relevant agent ID in your instruction or other available context.
What happens if the agent cannot be found?
The Cursor action returns a 404 if the agent is not found or access is denied. The run report can surface that result.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Cursor. A trigger fires from one place; an action lands in another.
Salesforce triggers
Cursor actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Agent Conversation
Tool to retrieve the conversation history for a specific cloud agent. Use when you need to view the messages exchanged between the user and the agent. Returns error with status 404 if the agent is not found or access is denied.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get API Key Info
Tool to retrieve API key information including the key name, creation date, and owner email. Use when you need to verify API key details or validate authentication.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
List Agents
Tool to retrieve a paginated list of all Cursor Cloud agents. Use when you need to view existing agents, their status, or iterate through agents with pagination.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
List Available Models
Tool to retrieve the list of available AI models in Cursor. Use when you need to discover which models are available for API requests.
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.
List GitHub Repositories
Tool to list GitHub repositories accessible to the authenticated user. Use when you need to retrieve all repositories the user has access to through their Cursor account.
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 Cursor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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