Carry Completed Sales Tasks into DataRobot
Keep useful follow-up context close to the DataRobot work it supports.
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 Comment
Tool to create a comment on a DataRobot entity (deployment, use case, model, catalog, etc.). Use when you need to add notes, feedback, or documentation to DataRobot objects.
Why this helps
Sales follow-up gets completed, but its useful context can be hard to find during model reviews.
- Reduce repeated searches for sales activity
- Preserve task context alongside DataRobot work
- Make completed follow-up visible to reviewers
Setup
Build it in a few focused steps.
- 1Connect Salesforce and DataRobot once in the Notis portal.
- 2Create an automation by naming it and describing the outcome in plain language.
- 3Tell Notis how to summarize a completed task and identify its DataRobot comment destination.
- 4Choose the Task Created or Completed trigger and a channel for run reports.
- 5Test with one real completed task and check the comment for accuracy.
Questions about this workflow
Will this comment on a DataRobot object automatically?
Only if your instruction identifies the target DataRobot entity or a reliable way to identify it.
Can it run only when tasks are completed?
The Salesforce trigger supports task creation or completion, with optional status or subject filtering. Notis users select the trigger and do not build filters.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Datarobot. A trigger fires from one place; an action lands in another.
Salesforce triggers
Datarobot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Users to Group
Tool to add one or more users to a DataRobot user group by groupId. Use when you have a valid groupId and want to add existing usernames. Limit 100 users per request.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add User to Organization
Tool to add a user to an existing organization. Use when you have an organizationId and wish to add or create a user within 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.
Analyze Dataset Definition
Tool to analyze a dataset definition by ID. Use when you need to trigger an analysis job that retrieves dataset metadata, schema, and statistics.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Archive Model Package
Tool to archive a DataRobot model package. Use when you need to archive a model package that is no longer actively used.
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.
Build Java Scoring Code Package
Initiates an asynchronous build of a Java JAR package containing DataRobot Scoring Code for a deployment. The JAR can be executed locally for predictions or used as a library in Java applications. Use after confirming the deployment is active and supports scoring code. Poll the returned statusId or location URL to track build progress.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Cancel Notebook Job
Tool to cancel a running or pending notebook job execution. Use when you need to stop a notebook job that is currently executing or queued. The cancellation is immediate and cannot be undone.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Cancel Project Job
Tool to cancel a pending job for a project. Use when you need to stop a queued or running job after confirming its ID.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Check Project Status
Tool to check the status of a DataRobot project. Use after creating or loading a project to monitor its stage and Autopilot completion.
Connect any two apps with Notis in the middle.
Salesforce and Datarobot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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