Overdue Salesforce tasks trigger daily Slack reminders
Each day, Notis finds tasks overdue in Salesforce and posts a Slack reminder—no more forgotten, overdue work sitting in the background.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
Action
Create a reminder
Creates a slack reminder with specified text and time; time accepts unix timestamps, seconds from now, or natural language (e.g., 'in 15 minutes', 'every thursday at 2pm').
Why this helps
Overdue tasks silently pile up. Founders forget about them until it's too late, or discover them only when a prospect gets frustrated about lack of follow-up.
- Overdue tasks don't hide anymore—they get flagged in Slack
- Daily reminder keeps the team accountable and focused on what's behind
- Reduce missed commitments to customers and internal processes
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Slack to Notis
- 2Tell Notis: 'Every morning, find overdue tasks in Salesforce and post them in our accountability channel'
- 3Notis fetches and posts daily. Test with a few overdue tasks.
Questions about this workflow
What if there are no overdue tasks?
Notis skips the message or posts a 'all clear' message—your choice.
Can I exclude certain task types?
Yes—filter by subject, owner, or other fields. Tell Notis which tasks matter.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Slack. A trigger fires from one place; an action lands in another.
Salesforce triggers
Slack actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Set snooze duration
Deprecated: turns on do not disturb mode for the current user, or changes its duration. use `set dnd duration` instead.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add a custom emoji to a Slack team
Deprecated: adds a custom emoji to a slack workspace given a unique name and an image url. use `add emoji` instead.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Add an emoji alias
Adds an alias for an existing custom emoji in a slack enterprise grid organization.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Add a remote file
Adds a reference to an external file (e.g., google drive, dropbox) to slack for discovery and sharing, requiring a unique `external id` and an `external url` accessible by slack.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Add a star to an item
Stars a channel, file, file comment, or a specific message in slack.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Add call participants
Registers new participants added to a slack call.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Add emoji
Adds a custom emoji to a slack workspace given a unique name and an image url; subject to workspace emoji limits.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Add reaction to message
Adds a specified emoji reaction to an existing message in a slack channel, identified by its timestamp; does not remove or retrieve reactions.
Connect any two apps with Notis in the middle.
Salesforce and Slack, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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