Find follow-up context after Salesforce tasks complete
After a task is completed, search for related records and documents so the next step is easier to see.
Trigger
Task Created or Completed
Triggers when a task is created or its status changes to Completed.
Action
Query Index
Searches an Elasticsearch index for documents.
Why this helps
A completed task can close one loop while leaving the next follow-up buried in scattered records.
- Surface related documents after important tasks.
- Reduce the effort of preparing a next step.
- Keep search findings with the workflow run report.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Elasticsearch once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to search a specified Elasticsearch index using details from the completed task and summarize relevant follow-up context.
- 4Pick Task Created or Completed and choose where run reports go.
- 5Test with one real completed task and review the results.
Questions about this workflow
Does the trigger only run for completed tasks?
The Salesforce event triggers when a task is created or when its status changes to Completed. Optional filtering by task Status or Subject is supported by the event.
Will this create a new task for me?
No. The selected Elasticsearch action searches documents and does not create Salesforce tasks.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Elasticsearch. A trigger fires from one place; an action lands in another.
Salesforce triggers
Elasticsearch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Index Schema
View the structure and field mappings of an index.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Indices
Lists available Elasticsearch indices.
Account Created or Updated
Triggers when an account is created or updated.
Query Index
Searches an Elasticsearch index for documents.
Contact Updated
Triggers when an existing contact is modified and includes changed fields.
Ping Cluster
Pings the cluster to check its connectivity and health.
Record Updated (Generic SObject)
Triggers when monitored fields change on a specified record type.
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 Elasticsearch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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