Analyze Completed Salesforce Tasks in DataRobot
Make sales activity easier to explore by preparing completed task information for DataRobot.
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 Dataset from File
Tool to create a DataRobot dataset by uploading a file (CSV, Excel, etc.). Use when you need to upload data files to DataRobot's global catalog for modeling or prediction. Dataset creation is asynchronous - poll the statusId to monitor completion.
Why this helps
Activity patterns are hard to review when completed tasks remain scattered across Salesforce records.
- Reduce manual activity exports
- Make completed work available for analysis
- Support better visibility into follow-up patterns
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 which completed task information to prepare as DataRobot dataset input.
- 4Choose the Task Created or Completed trigger and a channel for run reports.
- 5Test with one real completed task and inspect the dataset output.
Questions about this workflow
Does this identify overdue follow-ups?
No. It prepares task data. Overdue status or follow-up history must be present in the available data and defined in your analysis.
Can the trigger include task filters?
The event supports optional filtering by status or subject, but users select the trigger and do not build filters in Notis.
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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