Bring New Salesforce Tasks into Team View
Make new work visible before it becomes a missed follow-up.
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
Send Message
This tool allows sending a message through dailybot to either specific users or channels/rooms. the message can include markdown formatting.
Why this helps
New tasks can be overlooked when the people who need to help do not see them.
- Surface newly created tasks to collaborators.
- Create a shared opportunity to coordinate follow-up.
- Reduce dependence on manual task announcements.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Dailybot once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language from any channel.
- 3Describe which new tasks to share and the Dailybot destination in one instruction.
- 4Pick the Salesforce Task Created or Completed trigger and choose where run reports go.
- 5Test with one real Salesforce task.
Questions about this workflow
Can this share new tasks only?
The trigger covers task creation and tasks changing to Completed. State that you want new tasks shared in your instruction.
Can the message include useful task context?
Ask Notis to summarize the available task details that matter to your collaborators.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Dailybot. A trigger fires from one place; an action lands in another.
Salesforce triggers
Dailybot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Find User by UUID
This tool allows you to find and retrieve information about a specific user in dailybot. it uses the provided user uuid to lookup the user and returns detailed information including the user's uuid, full name, image, username, occupation, birth date, chat platform data, and organization details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Find Workflow by Name
This tool allows users to find a specific workflow within dailybot by providing the workflow name. it returns detailed information including the workflow id, workflow name, workflow status, workflow type, created at, and updated at. it is especially useful to locate a workflow before running or modifying it.
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 All Users
This tool retrieves a list of all users within the organization from dailybot. it doesn't require any input parameters other than authentication. the returned json contains user details including uuid, active status, full name, and organizational data.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Get Workflows List
This tool retrieves a list of all workflows that the authenticated user has access to in dailybot. it can be executed independently with only the authentication required, and it supports optional pagination parameters (page, per page) to refine the response.
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.
Give Kudos to Users
This tool allows giving kudos to one or multiple users in dailybot. kudos can be given either on behalf of dailybot or the api key owner.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Send Message
This tool allows sending a message through dailybot to either specific users or channels/rooms. the message can include markdown formatting.
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 Dailybot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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