Turn External Signals into Salesforce Follow-Up Tasks
Connect any tool to Notis via webhook. When a customer action happens—a form submission, support ticket, or product purchase—Notis instantly creates a follow-up task in Salesforce for your sales team.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Inbound signals from multiple sources (website forms, support tools, product analytics) get lost in Slack or email. Your sales team misses follow-up tasks because they never reach Salesforce.
- Capture every inbound lead signal
- Reduce task entry bottlenecks
- Keep all follow-ups in Salesforce
- Route tasks to the right owner automatically
Setup
Build it in a few focused steps.
- 1Connect Salesforce to Notis via the integrations portal.
- 2Create a new automation in Notis: 'When a webhook receives customer data, create a task in Salesforce.'
- 3Select 'Notis Webhook' as the trigger type. Notis will generate a unique webhook URL.
- 4Share the webhook URL with your product team, form builder, or support tool to send task requests.
- 5Test by sending a sample webhook request (e.g., from Zapier or Postman) and verify the task appears in Salesforce.
Questions about this workflow
What data can I send through the webhook?
Any JSON data: customer name, email, product purchased, support issue, or custom fields. Notis extracts the relevant info and fills the Salesforce task.
Can I route tasks to specific team members?
Yes. Include the owner's name or ID in the webhook payload, and Notis assigns the task automatically.
What if the webhook request fails?
Notis logs all webhook attempts and alerts you if a request fails. You can retry or manually review failed tasks in the Notis dashboard.
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
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