Bring the week's build activity into Salesforce
Get a short, scheduled view of Codemagic pipeline activity beside the Salesforce account or opportunity it relates to.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create note
Creates a note attached to a record; repeated calls can create duplicate notes.
Why this helps
Build activity can be scattered across pipeline history, making it harder to prepare for customer updates.
- Review pipeline activity from Salesforce customer context.
- Prepare customer updates with less tool switching.
- Use a recurring summary to spot build outcomes that need attention.
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 summarize the available Codemagic pipeline activity for the period and save it as a Salesforce note on the record ID you provide.
- 4Choose a recurring schedule and where run reports should go.
- 5Run one scheduled test using a real pipeline period and Salesforce record ID.
Questions about this workflow
What will the summary include?
It can summarize pipeline information Codemagic makes available, such as build outcomes and artifacts. Any period-specific context not available from the source must be supplied in the instruction.
Where is the note attached?
Provide the Salesforce record ID in the automation instruction or relevant run context.
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.
Create Salesforce Account
Create a new account.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Abort query job
Add contact to campaign
Add a contact to a campaign to track engagement.
Add lead to campaign
Add a lead to a campaign to track engagement.
Add product to opportunity
Add a product to an opportunity using its associated price book.
Apply lead assignment rules
Apply lead assignment rules to route a lead to its appropriate owner.
Associate contact to account
Associate a contact with an account, replacing any existing account association.
Clone opportunity with products
Clone an opportunity, optionally including its products.
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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