Never Miss a Day of Sales Activity Logging
Set a time—9 AM daily, for example—and Notis automatically creates a note in Salesforce summarizing your team's sales activities. No more manual logging, no forgotten daily records.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Sales activity notes are logged inconsistently. Without daily activity records, forecasts are inaccurate and team progress is invisible.
- Consistent activity documentation
- Accurate sales forecasts
- Cleaner audit trails
- Team progress visibility
Setup
Build it in a few focused steps.
- 1Connect Salesforce to Notis via the portal.
- 2Create a new automation: 'Create a daily note in Salesforce summarizing our team's sales activities.'
- 3Select 'Recurring (Cron)' as the trigger and choose the time and days (e.g., 9 AM, Monday through Friday).
- 4Tell Notis which activities to log (calls, emails, meetings) and which records to attach the note to.
- 5Test by running the automation manually and verifying a note appears in Salesforce with the expected details.
Questions about this workflow
Can I customize what activities get logged?
Yes. Specify which activity types (calls, emails, meetings, proposals) to include in the daily note, and Notis will pull data automatically.
Where do the activity details come from?
Notis can pull from Airtable, Salesforce, or other connected integrations. It synthesizes the data into a readable daily summary.
What if there are no activities on a given day?
Notis still creates a note (e.g., 'No sales activities logged') so you have a complete record. You can configure it to skip silent days if preferred.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtable to Salesforce. A trigger fires from one place; an action lands in another.
Airtable triggers
Salesforce actions
Base Metadata Changed
Triggers when an existing Airtable base changes its name or permission level.
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.
Base Schema Changed
Triggers when tables, fields, or views change in an Airtable base.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
User Profile Changed
Triggers when the connected Airtable user's profile information changes.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
View Created
Triggers when a new view is created in an Airtable base.
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.
View Deleted
Triggers when a previously known Airtable view is deleted.
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.
View Metadata Changed
Triggers when an Airtable view changes its name or type.
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.
Not just Airtable and Salesforce. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7 days free trial with 20$ free usage included.
No card. Works with personal or business Salesforce.