Keep opportunity follow-up in view after every deploy
A deployment can be a good moment to check what is moving in the pipeline. Ask Notis to review Salesforce opportunities and report the records that need a closer look.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List opportunities
Lists opportunities from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Deployments pull attention to engineering, while opportunity follow-up can slip out of view.
- Review opportunity status without switching into Salesforce manually.
- Surface close dates and stages that deserve a founder's attention.
- Get a concise report tied to the deployment request.
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 review Salesforce opportunities and report records whose close dates or stages need attention after a deployment.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real deployment request and review the Salesforce results.
Questions about this workflow
Does CircleCI provide an event trigger for this workflow?
No CircleCI trigger event is listed here. Start the automation with a Notis webhook, which begins when an HTTP request is received.
Will Notis update Salesforce opportunities?
No. This workflow uses the List opportunities action to review records and report findings. It does not update them.
Can Notis decide which opportunities need attention?
It can assess the records returned by Salesforce. Any additional rules or baseline you want it to use should be included in your instruction.
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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