Check collaboration channel status as deals move
When an opportunity changes, retrieve relevant Ably channel details so you can review its status and activity alongside deal movement.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
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.
Why this helps
Deal progress and collaboration channel activity can drift apart when they are reviewed in different places.
- Retrieve Ably channel status and metadata after an opportunity change.
- Review occupancy and activity information in the workflow report.
- Bring channel visibility closer to deal updates.
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 channel details to retrieve when a deal changes in one instruction.
- 4Pick New or Updated Opportunity as the trigger and choose where run reports go.
- 5Test with one real opportunity change and a known Ably channel.
Questions about this workflow
What information can channel details include?
The action retrieves metadata such as channel status, occupancy, and other activity metrics.
Does Salesforce provide the Ably channel name?
Not necessarily. Provide the relevant channel name or make it available in the workflow context.
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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
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.
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.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
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When this happens · Trigger
Do this · Action
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