Get a useful email when a Salesforce record changes
For the Salesforce record types that matter to your work, turn monitored changes into a concise email summary.
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
Send Email
Send an email using agentmail api
Why this helps
Checking several Salesforce record types for changes takes attention away from the work those changes should inform.
- Monitor a selected Salesforce SObject type
- Summarize returned field values in an email
- Reduce repeated manual record checks
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Agent mail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe the email summary you want, including the monitored record context to explain.
- 4Select Record Updated (Generic SObject), specify its SObject type and returned field values, choose a report channel, and test with one real record.
Questions about this workflow
What does the generic record trigger monitor?
It monitors changes on any Salesforce SObject using SystemModstamp, and you specify the SObject type and which field values should be returned in the payload.
Can Notis explain why a record changed?
Notis can summarize returned values. If the reason or prior history is not included, provide that context in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Agent mail. A trigger fires from one place; an action lands in another.
Salesforce triggers
Agent mail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Message
Get a specific message from an agentmail inbox
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Messages
List messages from an agentmail inbox
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Send Email
Send an email using agentmail api
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 Agent mail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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