Pair completed task recaps with climate impact
Close out Salesforce tasks with a fresh view of the organization's combined Ecologi impact in the run report.
Trigger
Task Created or Completed
Triggers when a task is created or its status changes to Completed.
Action
Get User Impact
View a user's combined environmental impact, including trees and carbon.
Why this helps
Completed work is easy to move past without capturing useful context for a follow-up or team recap.
- Uses task completion as a clear point for a recap
- Retrieves trees, carbon avoidance, carbon removal, and habitat restoration together
- Keeps the summary in the chosen report channel
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Ecologi once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for completed task impact recaps.
- 3Tell Notis to retrieve the specified Ecologi user's combined impact when a Salesforce task is completed and summarize it in the run report.
- 4Pick Task Created or Completed as the trigger, with the trigger set to completed tasks, and choose where run reports go.
- 5Test with one real task completion and review the impact summary in the report.
Questions about this workflow
Can the task subject decide whether to run?
The trigger supports optional filtering by task Status or Subject, but users pick the trigger and do not build filters in the Notis flow described here.
What does combined impact include?
The Ecologi action returns a combination of impact types funded by a user: trees, carbon avoidance, carbon removal, and habitat restoration.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Ecologi. A trigger fires from one place; an action lands in another.
Salesforce triggers
Ecologi actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get User Carbon Offset
View a user's total avoided carbon emissions.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get User Carbon Removal
View a user's total carbon removed from the atmosphere.
Account Created or Updated
Triggers when an account is created or updated.
Get User Habitat Restoration
View the habitat area restored by a user.
Contact Updated
Triggers when an existing contact is modified and includes changed fields.
Get User Impact
View a user's combined environmental impact, including trees and carbon.
Record Updated (Generic SObject)
Triggers when monitored fields change on a specified record type.
Get User Trees
View the number of trees a user has funded.
New Contact Trigger
Triggers when a new contact is created.
New Lead Trigger
Triggers when a new lead is created.
New or Updated Opportunity
Triggers when an opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce and Ecologi, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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