Turn relevant channel subscriptions into follow-ups
When a new subscription matters to your business, create a Salesforce task that explains why it deserves attention.
Trigger
New YouTube Channel Subscription
Triggers when a new channel is subscribed.
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
A promising channel to monitor can get buried without a clear next step in your work system.
- Capture a follow-up when a subscription is relevant.
- Record why the channel matters alongside the task.
- Keep monitoring work visible in Salesforce.
Setup
Build it in a few focused steps.
- 1Connect YouTube and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis what makes a new subscription relevant and ask it to create a Salesforce task with the available channel context.
- 4Pick New YouTube Channel Subscription as the trigger and choose where run reports go.
- 5Test with one real subscription example.
Questions about this workflow
Will this create a task for every subscription?
The trigger starts on a new channel subscription. Describe which subscriptions should result in a task in your instruction.
Can it identify a partnership opportunity?
Notis can follow criteria you provide and use available channel details. If the event does not provide enough information, include that context in the instruction or review manually.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Youtube to Salesforce. A trigger fires from one place; an action lands in another.
Youtube 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 YouTube Activity
Triggers when a new activity is detected on a YouTube channel.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
New Item in YouTube Playlist
Triggers when a new item is added to a YouTube playlist.
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.
New Playlist in YouTube Channel
Triggers when a new playlist is added to a YouTube channel.
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.
New YouTube Channel Subscription
Triggers when a new channel is subscribed.
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.
Youtube and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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