Keep account follow-ups aligned with deployment status
Give account owners a regular review of customer context and relevant deployment status, with possible next steps in one report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List accounts
Lists accounts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Customer account reviews often miss release issues when delivery status sits outside Salesforce.
- Make release context easier to include in account reviews.
- Highlight possible customer follow-ups for human review.
- Use a consistent report instead of scattered checks.
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 account review outcome.
- 3Tell Notis to list the Salesforce accounts in scope and compare them with deployment status available from Appveyor.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Run one review and confirm the account scope and report format.
Questions about this workflow
Can the workflow update account records?
No. The selected Salesforce action lists accounts. The automation can report suggested follow-ups for a person to handle.
What if deployment status cannot be tied to an account?
The report should mark the relationship as unclear unless the event data or your instruction provides a reliable way to match it.
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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