Prepare for new interviews from Salesforce
When an interview lands on the calendar in Workday, put the preparation step into Salesforce where your team can track it.
Trigger
New Interview Scheduled
Triggers when a new interview is scheduled/created in Workday. This trigger monitors interviews and fires when new interview records are detected.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Interview prep gets lost when scheduling details live in one system and the team's work queue lives in another.
- Make interview preparation a visible task
- Keep schedule context attached to a Salesforce activity
- Cut down on manual reminders after scheduling
Setup
Build it in a few focused steps.
- 1Connect Workday and Salesforce once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Describe the outcome in one instruction: create a Salesforce task to prepare for the newly scheduled interview using available details.
- 4Pick New Interview Scheduled as the trigger and choose where run reports go.
- 5Test with one real interview example.
Questions about this workflow
Can this look up candidate details in Salesforce?
The available action creates a task. You can ask Notis to use available trigger details; any lookup or matching rules must be supported by connected app data.
What should the task say?
State the preparation checklist you want in your instruction, such as reviewing the candidate or account context when those details are available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Workday to Salesforce. A trigger fires from one place; an action lands in another.
Workday 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.
Absence Balance Changed
Triggers when a worker's absence balance changes. This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful changes.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Balance Details Changed
Triggers when details of a specific balance change (quantity, accruals, adjustments, etc.). This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful field changes.
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.
Interview Feedback Submitted or Updated
Triggers when interview feedback is submitted or updated for a specific interview. This trigger monitors a specific interview and fires when new feedback entries are detected or existing feedback is modified.
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.
Job Posting Changed
Triggers when a specific job posting's details change (title, status, posting dates, location, etc.). This trigger monitors a single job posting and fires when any of its fields are modified.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Job Posting Questionnaire Changed
Triggers when a job posting's candidate questionnaire is added or changed. This trigger monitors a specific job posting's questionnaires and detects any changes including additions, removals, or modifications to questionnaires and questions. Uses snapshot-based diffing to detect meaningful changes.
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.
New Absence Balance
Triggers when a new absence balance record becomes available for a worker. This trigger monitors a specific worker's absence balances and detects when new balance records appear (e.g., a new plan/bucket becomes available). Uses snapshot-based diffing to compare balance record IDs between polls.
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.
Workday and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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