Bring account context into deployment coordination
A release can involve customer commitments as well as code. Ask Notis to pull relevant Salesforce account details into a brief for the people coordinating the work.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List accounts
Lists accounts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Customer context is scattered when deployment coordination happens outside Salesforce.
- Bring account context into release coordination.
- Reduce manual searching across Salesforce records.
- Share a concise summary through the Notis report channel.
Setup
Build it in a few focused steps.
- 1Connect CircleCI and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, ask Notis to use the deployment request context to find relevant Salesforce accounts and summarize the available details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real deployment request that includes enough context to identify the accounts.
Questions about this workflow
What account context should the webhook include?
Include the customer or account identifiers needed to search Salesforce, such as a name or other known detail. Notis can only find relevant records when the request gives it usable context.
Will this create or edit accounts?
No. It uses List accounts to retrieve records and summarize available details.
Can it include information that Salesforce does not return?
No. The brief is based on the account data Salesforce returns and the context supplied in the webhook request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Circleci to Salesforce. A trigger fires from one place; an action lands in another.
Circleci 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.
Circleci and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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