Use important Salesforce record changes to prompt a market scan
When a monitored record shifts, ask Agenty to check the public market context tied to it.
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
Start Agent Job
Tool to start a new agent job. use when you need to trigger execution of an existing agent.
Why this helps
A meaningful change in a product or market record can get lost between Salesforce and separate research tabs.
- Pair record changes with timely public research.
- Prepare product reviews with current market context.
- Reduce the gap between a data change and a research check.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Agenty once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis which configured Agenty research agent to start and what public market signals to summarize from the event details.
- 4Pick Record Updated (Generic SObject) as the trigger and select the SObject type and returned values there.
- 5Choose where run reports go, then test with one real record change.
Questions about this workflow
What fields can this workflow use?
The generic record trigger returns the SObject type and field values you specify when selecting the trigger. Ask Notis to use those returned details.
Does it monitor every Salesforce object automatically?
No. You select the SObject type and returned values for this trigger.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Agenty. A trigger fires from one place; an action lands in another.
Salesforce triggers
Agenty actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Clone Agent by ID
Tool to clone an existing agent by its id. use when you need to duplicate an agent's configuration and optionally start the clone immediately.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Agent
Tool to create a new agent. use when you need to add an agent with configuration and optional auto-start.
Account Created or Updated
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Get Agent Templates
Tool to fetch all public agent templates and sample agents. use when listing available templates for users to select.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Delete Agent by ID
Tool to delete a single agent by its id. use when you need to permanently remove an agent after confirming it exists.
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.
Fetch all agents
Tool to fetch all active agents under an account. use after authenticating when you need to list agents with pagination and sorting.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Get Agent by ID
Tool to fetch details of a specific agent by its id. use when you need full agent configuration before taking further actions.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Update Agent by ID
Tool to update an agent's configuration and settings by agent id. use when you need to modify an existing agent after retrieving its current settings. example: "update agent 123 with new name and tags."
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Create API Key
Tool to create a new api key. use when you need to provision access credentials for the api.
Connect any two apps with Notis in the middle.
Salesforce and Agenty, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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