Create Salesforce cases from GitHub customer bug issues
Keep product evidence and customer follow-up connected without copying details between tools.
Trigger
New Issue Created
Triggers when a new issue is created in a GitHub repository. Pull requests are automatically excluded -- only true issues produce events. Results can be filtered by labels, assignee, creator, and mentioned user. The payload includes the issue number, title, body, state, labels, assignees, comment count, creator details, timestamps, and direct links to the issue on GitHub.
Action
Create Case Record
Tool to create or upsert a Salesforce Case record. Use when you need to add a new Case or update via external ID.
Why this helps
Bug reports can be logged in GitHub while the customer follow-up is left in a separate mental queue.
- Links product work to support ownership
- Cuts duplicate data entry
Setup
Build it in a few focused steps.
- 1Connect the GitHub and Salesforce Service Cloud integrations once.
- 2Create a new automation in the portal or tell Notis what you want.
- 3Write: When a new GitHub issue is a customer bug, create a Salesforce case with the issue context.
- 4Choose the new issue trigger and a channel for run reports.
- 5Test with a real example issue.
Questions about this workflow
Can I limit this to customer bugs?
Yes, describe the issue type or label in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link GitHub to Salesforce service cloud. A trigger fires from one place; an action lands in another.
GitHub triggers
Salesforce service cloud actions
New Workflow Artifact Created
Triggers when a new workflow artifact is created in a GitHub repository. Monitors for newly created GitHub Actions workflow artifacts. Optionally filters by artifact name to restrict monitoring to specific artifacts.
Agent Sensitive Data Rule Triggered
Notifies Salesforce Live Agent that sensitive data rules were triggered in agent messages. **Purpose**: When an agent's outgoing message contains sensitive data (SSN, credit card, email, etc.), call this action to apply configured masking or handling rules to protect customer privacy. **Prerequisites**: - Active Live Agent chat session with valid chat_id - Sensitive data rules configured in Salesforce Setup - Live Agent feature must be enabled in your Salesforce org **Note**: Salesforce Live Agent Chat is deprecated and retiring February 14, 2026. Migrate to Messaging for In-App and Web for continued support. **Typical Flow**: 1. Agent sends message containing sensitive data 2. System detects sensitive content matches a rule 3. Call this action with the chat_id and triggered rules 4. Salesforce applies masking/filtering per rule configuration
Branch Changed
Triggers when a GitHub branch changes. Monitors a specific branch for: - New commits pushed (head commit SHA changes) - Protection status toggled (branch becomes protected or unprotected) - Protection settings changed, including: required status checks and their enforcement level, admin enforcement, required pull request reviews (dismiss stale reviews, code owner reviews, approving review count, last push approval), required linear history, force push allowance, deletion allowance, conversation resolution, branch locking, and fork syncing.
Chasitor Sneak Peek
Send real-time typing indicator (sneak peek) to Live Agent during active chat session. Allows agents to see what visitors are typing before the message is sent. Requires an active Live Agent chat session with valid session_key and affinity token. The sequence number must increment with each request.
New Branch Created
Triggers when a new branch is created in a GitHub repository. Detects newly created branches. Deleted branches do not fire events.
Composite Batch
Tool to execute multiple independent REST subrequests in one batch call. Use when bundling up to 25 independent operations to minimize round trips. Subrequests cannot reference each other.
Check Run Status / Conclusion Changed
Triggers when a specific GitHub check run changes its status or conclusion. Monitors a single check run for changes to: status (queued, in_progress, completed, etc.), conclusion (success, failure, neutral, cancelled, skipped, timed_out, action_required), started_at, and completed_at.
Composite Request
Execute up to 25 dependent Salesforce REST subrequests in a single API call. Subrequests execute sequentially and can reference results from earlier requests using '@{referenceId.field}' syntax. Use this when operations depend on each other (e.g., create Account then create related Contact). For independent operations, use Composite Batch instead.
Check Suite Status / Conclusion Changed
Triggers when a GitHub check suite changes its status or conclusion for a given ref. Monitors all check suites associated with a git reference (branch, tag, or commit SHA) for changes to status (queued, in_progress, completed, etc.) and conclusion (success, failure, neutral, cancelled, skipped, timed_out, action_required, startup_failure, stale). Optionally filters by GitHub App ID.
Composite SObject Tree
Create one or more nested sObject record trees in a single API call. Supports parent-child relationships up to 5 levels deep, with a maximum of 200 total records across all trees. Use this for bulk insertion of related records (e.g., Account with Contacts, or Orders with Line Items). Relationships must be Master-Detail or Lookup. Only supports INSERT operations, not upserts.
New Code Scanning Alert Created
Triggers when a new code scanning alert is created in a repository. Fires an event for each newly created code scanning alert detected in the configured repository. Alerts can be filtered by Git reference, scanning tool, state, and severity. The payload includes the alert number, rule details, tool information, state, severity, and the location of the most recent instance.
Create Case Record
Tool to create or upsert a Salesforce Case record. Use when you need to add a new Case or update via external ID.
New Repository Collaborator Added
Triggers when a new collaborator is added to a GitHub repository. Monitors the full list of collaborators on a repository and fires an event for each newly added collaborator. The payload includes the collaborator's GitHub username, account ID, profile URL, avatar URL, permission flags (pull, triage, push, maintain, admin), and assigned role name.
Delete Case Record
Tool to delete a Salesforce Case record. Use when you need to remove a case by its record ID.
Commit Event
Triggered when a new commit is pushed to a repository.
Describe SObject
Tool to retrieve metadata of any sObject. Use when you need to inspect field definitions, relationships, and supported features for objects like Account, Contact, Case, etc.
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When this happens · Trigger
Do this · Action
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