Keep failed deployment context with the customer record
Make the release issue easier to pick up by keeping a concise summary in Salesforce alongside the customer context.
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
A failure investigation can be split between logs and customer records, making handoffs harder.
- Preserve a concise issue summary for future handoffs.
- Keep the failure tied to the record you identify.
- Reduce repeated searching through build logs.
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 incident note outcome.
- 3Tell Notis to summarize the failure information provided and create a note on the supplied Salesforce record ID.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Send one real failure event to check that the note is clear and attached correctly.
Questions about this workflow
Will Notis diagnose the root cause from the logs?
Notis can summarize the information included in the event or made available to it. Provide logs or a useful failure summary if those details are needed.
Can one note be attached to multiple Salesforce records?
This workflow creates a note for the record ID you provide. Use a separate automation or instruction for other records.
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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