Make completed Salesforce tasks easy to scan
Get a quick visual recap of completed work without digging back through the activity list.
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
Convert HTML to PNG
Tool to convert HTML string to PNG image. Use when you need a PNG from HTML after preparing your markup.
Why this helps
Completed tasks can vanish into an activity feed, leaving founders to reconstruct what happened before moving on.
- Review completed activity in a quick visual format.
- Keep the recap grounded in the task details Salesforce provides.
- Reduce time spent reopening records to remember what was done.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Customjs once in the Notis portal.
- 2Create an automation by telling Notis the recap you want, or use Automations, New Automation in the portal.
- 3In one instruction, ask Notis to create a concise HTML recap using only details available for the completed task, then render it as a PNG.
- 4Pick Task Created or Completed as the trigger and choose where run reports go.
- 5Test with one real completed task example.
Questions about this workflow
When does the task trigger run?
It runs when a Salesforce Task is created or when its status changes to Completed. The event supports optional filtering by status or subject, but users do not build filters during Notis setup.
Can the recap show task history that is not in the event?
Only if that history is made available to the automation. Otherwise, the recap should stick to the event details and avoid implying more context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Customjs. A trigger fires from one place; an action lands in another.
Salesforce triggers
Customjs actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Authenticate CustomJS API Key
Tool to authenticate a CustomJS API key. Use when verifying a user's API key before making further requests.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Convert HTML to PDF
Tool to convert HTML to a PDF document. Use when you need to generate a PDF from raw HTML. Returns raw PDF bytes suitable for download or storage.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Convert HTML to PNG
Tool to convert HTML string to PNG image. Use when you need a PNG from HTML after preparing your markup.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Capture webpage screenshot
Tool to capture a screenshot of a webpage. Use when you need a visual snapshot of a URL.
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.
Merge multiple PDFs into one
Tool to merge multiple PDF files into a single PDF. Use when you have multiple PDF URLs and want one combined PDF.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Run Puppeteer Script
Tool to run a Puppeteer script and capture a screenshot. Use when automating headless browser tasks and needing a PNG output. Use after confirming the script logic.
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 Customjs, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Customjs.