Automate Your Weekly Follow-Up Routine
Every week at a time you choose, Notis creates follow-up tasks in Salesforce. Your outreach routine is automated and consistent.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Follow-up tasks depend on manual batch creation or memory. Some weeks get skipped, and outreach becomes inconsistent.
- Follow-up is consistent every week without manual effort
- Your team has a clear weekly action list
- Outreach momentum never stalls due to forgetfulness
- Scheduling is flexible based on your cadence
Setup
Build it in a few focused steps.
- 1Connect Salesforce to Notis.
- 2Create a scheduled automation: 'Every [day/time] create follow-up tasks in Salesforce.' Choose your frequency (weekly, daily, etc.).
- 3Tell Notis what type of follow-up tasks to create (e.g., 'call all leads created more than 3 days ago' or 'follow up with all open opportunities').
- 4Test by checking if tasks appear at your scheduled time.
Questions about this workflow
What time of day should tasks be created?
Whatever works for your team. Most teams use early morning. Notis can adjust the schedule anytime.
Can I customize what gets followed up on?
Yes. Tell Notis to follow up on specific criteria (e.g., 'leads aged 3+ days' or 'opportunities in negotiation stage').
What if I want to skip a week?
Disable the automation for that week or tell Notis to skip specific dates.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Salesforce. A trigger fires from one place; an action lands in another.
Linear triggers
Salesforce actions
Comment Received Trigger
Triggered when a comment is received.
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.
Issue Created Trigger
Triggered when a new issue is created.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Private Team Comment Created
Fires when a new comment is posted on an issue in a private Linear team (polled with the connected user's token).
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.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
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.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Project Created
Fires when a new Linear project is created. Covers projects in both public and private teams — polls with the connected user's token, so visibility matches what the connected user can see in Linear.
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.
Project Properties Updated
Fires when properties on a Linear project change (status, lead, target date, priority, etc.). Covers projects in both public and private teams — polls with the connected user's token.
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 Linear and Salesforce. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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