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Notis

Turn monitored Salesforce changes into real time updates

Choose the SObject type and returned field values for the trigger, then have Notis announce meaningful changes through Ably.

Trigger

Record Updated (Generic SObject)

Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.

Action

Publish Message to Channel

This tool will allow users to publish a message to a specified ably channel using a post request. it covers the essentials like channel name, message data, optional event name/type, and additional metadata for push notifications. it is an independent and fundamental operation within ably's real-time messaging platform.

Why this helps

Important changes in less common Salesforce records can be hard to track with a manual check routine.

  • Cover monitored Salesforce SObjects beyond accounts and contacts.
  • Use SystemModstamp to detect changes regardless of the field changed.
  • Publish configured returned values into an Ably message.

Setup

Build it in a few focused steps.

  • 1Connect Salesforce and Ably once in the Notis portal.
  • 2Create an automation in the portal or tell Notis what you want in plain language.
  • 3Describe the record change message to publish in one instruction.
  • 4Pick Record Updated (Generic SObject) as the trigger and choose where run reports go.
  • 5Test with one real monitored record change.

Questions about this workflow

What does this trigger monitor?

It monitors changes on a selected Salesforce SObject type. The trigger uses SystemModstamp and returns the field values you specify.

Can Notis use fields that were not returned?

Only if you supply those details separately. The trigger payload includes the values configured for it.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Salesforce triggers

Ably actions

Recurring trigger

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

TriggerScheduled

Query Batch Presence

This tool enables querying the presence states of multiple channels in a single api request. the api retrieves the member presence details of the specified channels in parallel.

ActionInstant

Webhook trigger

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

TriggerInstant

Query Batch Presence History

This tool enables querying presence history for multiple channels in a single api request. it uses the get endpoint at https://rest.ably.io/presence to retrieve the member presence history details of the specified channels in parallel.

ActionInstant

Account Created or Updated

Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

TriggerPolling

Create Ably Channel

Creates a new channel or retrieves an existing channel in ably. this tool allows you to programmatically create and initialize channels for real-time messaging. since ably creates channels implicitly when first used, this action publishes an empty initialization message to create/activate the channel.

ActionInstant

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

TriggerPolling

Delete Channel Subscription

This tool allows you to unsubscribe devices or clients from push notifications for specific channels. the operation is asynchronous, so immediate requests after deletion may briefly still return the subscription.

ActionInstant

Record Updated (Generic SObject)

Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.

TriggerPolling

Get Channel Details

This tool retrieves metadata and details for a specific channel in ably. it returns a channeldetails object containing information about the channel's status, occupancy, and other metadata. the endpoint provides visibility into channel activity, including metrics such as connections, presence, publishers, and subscribers, and requires appropriate permissions.

ActionInstant

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

Get Channel History

This tool retrieves the message history for a specified ably channel. it uses the get /channels/{channelid}/messages endpoint to return a paginated list of messages in chronological order, subject to parameters such as 'channelid', 'limit', 'direction', 'start', and 'end'. the tool is useful for auditing, recovering missed messages, analyzing channel activity, and debugging message flows. authentication is required via basic or token authentication.

ActionInstant

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

Get Channel Presence History

This tool retrieves the history of presence messages for a specified channel in ably. it allows you to query presence events on a channel within a given time period.

ActionInstant

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

Get Ably Service Time

This tool retrieves the current server time from ably's service in milliseconds since the epoch. it is particularly useful for time synchronization and generating valid tokenrequest timestamps to prevent replay attacks. the endpoint supports multiple content types, handles http errors, network issues, and is a fundamental tool for ensuring accurate timing in ably applications.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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