Follow up by text when a Salesforce task completes
Close the loop on completed tasks with a text when your instruction says one is due.
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 SMS
Tool to send a single sms to a contact. use when you need to deliver a targeted message immediately or schedule it for later.
Why this helps
A completed task can still leave a customer waiting if the next step lives in a separate messaging tool.
- Link task completion to a next-step message
- Avoid relying on memory for routine follow-up
- Use Task context available in the event
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Dripcel once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3In one instruction, describe which completed tasks warrant a text and what it should say.
- 4Pick Task Created or Completed as the automation trigger.
- 5Choose a report channel, then test with one real completed task.
Questions about this workflow
Can the workflow distinguish task types?
The trigger supports optional filtering by task Status or Subject. State the task conditions in your instruction and use the trigger's available options.
Will it send for every task event?
The event fires when a Task is created or its status changes to Completed. Your instruction should specify which cases should send an SMS.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Dripcel. A trigger fires from one place; an action lands in another.
Salesforce triggers
Dripcel actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Salesforce and Dripcel, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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