Start release planning with a clear pipeline snapshot
Bring a current view of open opportunities into release planning. Notis can list Salesforce opportunities on a schedule and summarize the available pipeline context.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List opportunities
Lists opportunities from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Release planning and sales pipeline reviews often happen in separate tools and at separate times.
- Get pipeline context on a regular planning cadence.
- Review Salesforce opportunity records in one concise report.
- Coordinate release planning with customer and deal priorities.
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 list Salesforce opportunities and summarize the available pipeline context for release planning.
- 4Choose a recurring schedule as the Notis trigger and select where run reports should go.
- 5Test with one real planning run and confirm the summary includes the details you need.
Questions about this workflow
Does CircleCI start this automation?
No. There are no CircleCI trigger events listed. The automation starts on a recurring Notis schedule.
Can I ask for a specific opportunity segment?
Yes. Describe the segment in the instruction. The summary can only cover records and fields returned by Salesforce.
Will this create a release plan in CircleCI?
No. It provides a Salesforce opportunity snapshot through the selected Notis report channel.
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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