Turn Sent Emails into Salesforce To-Dos
Notis watches your sent emails and instantly creates tasks in Salesforce so you never lose track of follow-ups or action items.
Trigger
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
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
You send emails committing to next steps but never log tasks in Salesforce. Two weeks later, you realize you forgot to follow up and damaged the relationship.
- Automatically creates tasks for every commitment you make via email
- Ensures follow-ups show up in Salesforce without manual entry
- Reduces the cognitive load of tracking emails and tasks separately
Setup
Build it in a few focused steps.
- 1Connect Gmail and Salesforce to Notis.
- 2Create an automation with the prompt: 'When I send an email, create a task in Salesforce with the recipient's name and a due date based on my email language.'
- 3Choose 'Email Sent' as your trigger and pick your notification channel.
- 4Send a test email mentioning a follow-up timeframe—Notis will create the task automatically.
Questions about this workflow
Can Notis extract due dates from my email text?
Yes. Notis reads natural language like 'follow up next Thursday' or 'check back in a week' and intelligently sets task due dates.
Will this create tasks for every email or only specific ones?
You control this in your automation prompt. Start broad and refine to 'only when I email prospects' or 'when I mention follow-up' if needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Salesforce. A trigger fires from one place; an action lands in another.
Gmail triggers
Salesforce actions
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
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.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
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.
Not just Gmail and Salesforce. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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