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Notis

Keep deployment context with the customer record

When a deployment completes, put the build and artifact details where the customer history already lives in Salesforce.

Trigger

Webhook received

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

Action

Create note

Creates a note attached to a record; repeated calls can create duplicate notes.

Why this helps

Deployment details sit in Codemagic while the account or opportunity record lacks the latest release context.

  • Keep deployment history close to customer context.
  • Capture build or artifact details without copying them by hand.
  • Make release status easier to find during customer conversations.

Setup

Build it in a few focused steps.

  • 1Connect Codemagic and Salesforce once in the Notis portal.
  • 2Create an automation from any channel or in Automations, New Automation.
  • 3Tell Notis to create a Salesforce note with the deployment details and attach it to the Salesforce record ID supplied with the webhook.
  • 4Choose the Notis webhook trigger and where run reports should go.
  • 5Send one real deployment example to test the automation.

Questions about this workflow

What information can the note contain?

Notis can use details included in the webhook, such as the build outcome or artifact information available from Codemagic.

Does this automation find the Salesforce record automatically?

The listed source capabilities do not define a record matching rule. Supply the Salesforce record ID with the webhook or in the instruction.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Codemagic 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.

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

When this happens · Trigger

Do this · Action

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