Check Adrapid account context when opportunities change
Opportunity changes can prompt a lightweight check that your connected Adrapid account is available. Notis retrieves account and API information and reports the result.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Get user and API info
Tool to get user account and api information. use when you need to retrieve authenticated user details and api versions.
Why this helps
When an opportunity moves, teams may spend time checking whether the connected creative account is available before continuing their work.
- Put an Adrapid account context check next to opportunity activity.
- Surface authenticated user and API information in a run report.
- Reduce manual tool switching during sales handoffs.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Adrapid once in the Notis portal.
- 2Create an automation and name it for the opportunity account check.
- 3Tell Notis to retrieve Adrapid user and API information and summarize the returned account and version details.
- 4Choose the New or Updated Opportunity trigger and select where run reports should go.
- 5Test with one real opportunity update and review the report.
Questions about this workflow
Does this retrieve an opportunity's matching Adrapid campaign?
No. The allowed action retrieves authenticated user and API information, not campaign or opportunity matching data.
When does the automation run?
It runs when a Salesforce Opportunity is created or updated, using the listed event.
Can it fix a failed Adrapid connection?
No. It can report returned user and API information. It does not perform connection repair.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Adrapid. A trigger fires from one place; an action lands in another.
Salesforce triggers
Adrapid actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get API info
Tool to retrieve api root information. use when you need to discover the api's description and version details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get user and API info
Tool to get user account and api information. use when you need to retrieve authenticated user details and api versions.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
List Banners
Tool to list all banners and their statuses. use when you need to retrieve banners after creation or to audit existing banners. ensure you apply filters to narrow down results (e.g., status='ready').
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce and Adrapid, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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