Follow up with customers after a successful deployment
A green deployment is a good moment to check that the customer experience is green too. Create the Salesforce follow-up while the release is fresh.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Teams can ship successfully and still forget to confirm the result with the customer.
- Make customer validation part of the release routine.
- Put the deployment reference in the Salesforce task.
- Keep follow-up from depending on memory.
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 check-in outcome.
- 3Tell Notis to create a Salesforce task after a successful deployment using the Salesforce record ID provided.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Send one real successful deployment event to test the resulting task.
Questions about this workflow
Does this send a message to the customer?
No. It creates a Salesforce task for your team to perform the check-in.
What if the event does not include a Salesforce record ID?
Provide the relevant record ID in the webhook data or instruction. Notis needs an explicit reference to associate the task correctly.
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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