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Notis

Find CMS routes for an account market

Give account teams a quick reference to the pages available for their market.

Trigger

Account Created or Updated

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

Action

Get Sitemap Flat

Tool to retrieve the flat sitemap as a mapping of page paths to sitemap items. use when you need page routing logic after knowing locale and channel.

Why this helps

Account teams often need regional content links but have to leave their workflow and navigate a CMS sitemap manually.

  • Surface relevant page paths during account review.
  • Use locale and channel supplied for the market.
  • Reduce context switches to find regional content.

Setup

Build it in a few focused steps.

  • 1Connect Salesforce and Agility CMS once in the Notis portal.
  • 2Create a named automation and describe the account route lookup.
  • 3Ask Notis to retrieve the flat sitemap for the account's relevant locale and channel and report matching paths.
  • 4Pick Account Created or Updated, choose a report channel, and test with one real account that has the needed market context.

Questions about this workflow

What does this action return?

It returns a flat mapping of page paths to sitemap items for the specified locale and channel.

Does it fetch the content on each page?

No. It provides routing information. Use a known page id with Get Page when page details are needed.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Salesforce triggers

Agility cms actions

Recurring trigger

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

TriggerScheduled

Get Authors

Tool to retrieve all authors from an agility cms instance. use when you need the full list of authors for display or processing.

ActionInstant

Webhook trigger

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

TriggerInstant

Get Categories

Tool to get all categories. use when you need to list every category in a given locale.

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

Get Content Item

Tool to fetch details of a content item by content id. use when you need item fields and metadata from agility cms.

ActionInstant

Contact Updated

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

TriggerPolling

Get Content List

Tool to retrieve a list of content items by reference name. use when you need to fetch and page through content list data with optional filtering, sorting, and link expansions.

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 Content Models

Tool to retrieve content models and page modules. use when you need schema definitions to dynamically build content structures.

ActionInstant

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

Get Logs

Tool to retrieve sync items (logs) from agility cms. use after initial full sync to fetch updates.

ActionInstant

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

Get Page

Tool to retrieve details of a page, including metadata, content zones, and components. use after you know the page id to fetch.

ActionInstant

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

Get Page Modules

Tool to retrieve all page modules defined in the agility instance. use when you need only modular definitions without content models.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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