Keep completed Salesforce follow-up visible
Turn completed sales tasks into a clear event trail that is easy to revisit during reviews.
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
Create event
Creates a new event in datadog. events are useful for tracking deployments, outages, configuration changes, and other important occurrences.
Why this helps
Completed follow-up can be hard to recall when task lists and the operational timeline are separate.
- Make completed follow-up searchable in Datadog.
- Reduce manual status reporting.
- Review task activity alongside other dated events.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Datadog once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3In one instruction, ask Notis to create a Datadog event when a Salesforce task is completed, including useful returned task details.
- 4Pick the Task Created or Completed trigger and choose where run reports should go.
- 5Test with one real task completion and inspect the event.
Questions about this workflow
Will it run for tasks that are created as well as completed?
The trigger supports both task creation and a status change to Completed. State the outcome you want in your instruction.
Can I filter by task subject?
The listed trigger supports optional filtering by task Status or Subject. Users pick the trigger; they do not build filters in Notis.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Datadog. A trigger fires from one place; an action lands in another.
Salesforce triggers
Datadog actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Dashboard
Create a dashboard in datadog. dashboards provide customizable visualizations for monitoring your infrastructure, applications, and business metrics in a unified view.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create downtime
Creates a new downtime in datadog to suppress alerts during maintenance windows or planned outages. useful for preventing false alarms during deployments or maintenance.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Create event
Creates a new event in datadog. events are useful for tracking deployments, outages, configuration changes, and other important occurrences.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Create monitor
Creates a new datadog monitor to track metrics, logs, or other data sources with configurable alerting thresholds and notifications.
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.
Create SLO
Create a service level objective (slo) in datadog. slos help you define and track reliability targets for your services, enabling data-driven decisions about service quality and reliability investments.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Create Synthetic API Test
Create a synthetic api test in datadog. creates a new synthetic api test that continuously monitors api endpoints from multiple locations worldwide. useful for proactive monitoring of api uptime, performance, and functionality.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Create Webhook
Create a webhook in datadog. webhooks enable you to receive notifications from datadog monitors and alerts to external services and applications.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Delete Dashboard
Delete a dashboard in datadog. permanently removes a dashboard from your organization. this action cannot be undone. use with caution.
Connect any two apps with Notis in the middle.
Salesforce and Datadog, 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 Datadog.