Keep deployment context on the Salesforce record
Give the next person opening a Salesforce record the release context they need, without searching through build logs.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Release details live in CI while account and opportunity conversations live in Salesforce.
- Keep deployment context close to the customer record.
- Summarize the event for faster handoffs.
- Avoid manually copying release details into Salesforce.
Setup
Build it in a few focused steps.
- 1Connect Appveyor and Salesforce once in the Notis portal.
- 2Create an automation in Notis by naming it and describing the note outcome.
- 3Tell Notis to summarize the deployment status and create a Salesforce note on the supplied record ID.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Send one real deployment event with a Salesforce record ID to test the note.
Questions about this workflow
Can this find the right Salesforce record from a build name?
Only if the webhook data or your instruction provides enough identifying information. Include the Salesforce record ID to ensure the note is attached to the intended record.
What can the note contain?
Ask Notis to include relevant deployment details present in the incoming event, such as status, build identifier, and release summary.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Appveyor to Salesforce. A trigger fires from one place; an action lands in another.
Appveyor triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
Appveyor and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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