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Notis

Keep customer-impacting pull request actions visible

When a code review affects a customer commitment, put the next action where the relationship is managed.

Trigger

Webhook received

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

Action

Create task

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

Why this helps

A pull request can resolve an engineering concern while the customer communication or account follow-up is still easy to miss.

  • Separate actionable customer follow-ups from general review comments.
  • Give account teams a CRM task to follow through on.
  • Preserve a concise explanation of the code change's customer relevance.

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 create a Salesforce task only for actionable customer follow-ups in the supplied pull request context, using the provided record reference.
  • 4Pick the webhook trigger and choose where run reports go.
  • 5Test with one real pull request summary and a related Salesforce record reference.

Questions about this workflow

Does this run for every Codacy pull request automatically?

The webhook trigger runs when an external tool or custom backend sends Notis an HTTP request. Set that caller to send the relevant pull request context.

How does the task link to Salesforce?

Provide the Salesforce record reference in the webhook context or instruction so the task can be associated with the intended record.

Will it create tasks for every code finding?

The instruction can ask Notis to create tasks only for actionable items with a stated customer or account impact.

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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