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Notis

Turn technical debt reviews into clear follow-ups

Give each customer-related code quality issue an owner-ready next step in Salesforce.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Create task

Creates a task to track activities, to-dos, or follow-ups related to records.

Why this helps

Technical debt discussions often end without a clear follow-up, especially when engineering and customer work live in separate tools.

  • Convert a review summary into concrete follow-up tasks.
  • Keep customer-related technical work visible in Salesforce.
  • Reduce the chance that agreed next steps disappear after a review.

Setup

Build it in a few focused steps.

  • 1Connect Codacy and Salesforce once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language from any channel.
  • 3In one instruction, ask Notis to review the supplied Codacy debt summary and create a Salesforce task for each actionable customer-related item with a provided record reference.
  • 4Pick the recurring schedule and choose where run reports go.
  • 5Test with one real debt summary and a Salesforce record reference.

Questions about this workflow

Does the schedule automatically read Codacy?

The schedule starts the workflow. Make sure the Codacy debt summary and any Salesforce record references are available to Notis when it runs.

Will every debt item become a Salesforce task?

The instruction can limit tasks to actionable items connected to a supplied account, lead, contact, or opportunity.

Can Notis infer task owners or due dates?

Only when those details are available in the supplied context or instruction. Otherwise, have Notis leave them unspecified or summarize missing details in the run report.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Codacy to Salesforce. A trigger fires from one place; an action lands in another.

Codacy triggers

Salesforce actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Salesforce Account

Create a new account.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Abort query job

ActionInstant

Add contact to campaign

Add a contact to a campaign to track engagement.

ActionInstant

Add lead to campaign

Add a lead to a campaign to track engagement.

ActionInstant

Add product to opportunity

Add a product to an opportunity using its associated price book.

ActionInstant

Apply lead assignment rules

Apply lead assignment rules to route a lead to its appropriate owner.

ActionInstant

Associate contact to account

Associate a contact with an account, replacing any existing account association.

ActionInstant

Clone opportunity with products

Clone an opportunity, optionally including its products.

ActionInstant

Connect any two apps with Notis in the middle.

Codacy and Salesforce, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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