Keep Bitbucket release details with the Salesforce customer record
Send release context to Notis and tell it which existing Salesforce record to update with a note. The run report shows whether the note was created.
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
Customer teams may not know what changed in a release when the details stay buried in Bitbucket.
- Keep technical release context alongside customer records
- Make relevant changes easier for account teams to find
- Avoid manually rewriting release details into Salesforce
Setup
Build it in a few focused steps.
- 1Connect Bitbucket and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and enter its name and prompt.
- 3In one instruction, specify what release information to summarize and how to identify the existing Salesforce record for the note.
- 4Choose the Notis webhook trigger and a destination for run reports.
- 5Test with one real release example and an existing Salesforce record.
Questions about this workflow
Does this create a Salesforce record if the customer record is missing?
No. This workflow creates a note attached to an existing Salesforce record. Supply a valid record identifier or clear identification context.
Will the note include all Bitbucket changes?
It includes the relevant context available to the automation run. Describe the release details to capture, and provide any missing summary or customer relevance.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bitbucket to Salesforce. A trigger fires from one place; an action lands in another.
Bitbucket 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.
Bitbucket and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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