Keep Todoist context with the Salesforce account
When a Todoist task contains an account insight worth keeping, send its details to Notis and save them as a Salesforce note for later.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Account research and customer context often get stranded in task titles or descriptions instead of the CRM.
- Keep account context available in Salesforce
- Preserve useful details from task descriptions
- Make account handoffs easier to follow
Setup
Build it in a few focused steps.
- 1Connect Todoist and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to use supplied Todoist task details to create a concise note on the matching Salesforce account, only when the account can be identified.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test by sending one real task example with enough account context to identify the Salesforce record.
Questions about this workflow
How does this workflow start?
It starts when an HTTP request reaches the automation webhook. Your calling process must send the Todoist task details and enough context to identify an account.
Does the note get attached automatically to any account?
The instruction should ask Notis to attach a note only when it can identify the matching account from the supplied context. Include an account name or other identifying details in the request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Salesforce. A trigger fires from one place; an action lands in another.
Todoist triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
New Task Created
Trigger when a new task is added to Todoist.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Todoist and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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