Keep deployment context beside the Salesforce customer record
When a Buildkite deployment event arrives, Notis can write a readable note on the Salesforce record you identify.
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
Deployment updates live in engineering tools, leaving customer and opportunity records without the context needed for the next conversation.
- Preserve deployment context in Salesforce.
- Give customer-facing teammates a concise record to reference.
- Avoid manually summarizing Buildkite updates across tools.
Setup
Build it in a few focused steps.
- 1Connect Buildkite and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for deployment notes.
- 3In one instruction, ask Notis to summarize the Buildkite deployment and create a note on the Salesforce record identified by the payload.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real deployment event and confirm the note is attached to the intended record.
Questions about this workflow
Which deployment events can start this workflow?
Buildkite exposes no trigger event in this package. Configure a webhook to send the deployment information to Notis.
Will Notis know which Salesforce record to update?
The incoming payload or your instruction needs to identify the record sufficiently. Verify the association during the test run.
Does the note include information Buildkite does not provide?
No. Notis can summarize available data, but customer impact or other missing context must be supplied separately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Buildkite to Salesforce. A trigger fires from one place; an action lands in another.
Buildkite 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.
Buildkite and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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