Bring CMS tag context into account work
Use the vocabulary already in your CMS to make account discussions easier to organize.
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 Tags
Tool to get all tags. use when you need to list every tag in a given locale.
Why this helps
Account notes and content discussions can use inconsistent language when nobody has the CMS tag list at hand.
- Make CMS tag vocabulary easy to reference during account work.
- Retrieve tags for the locale you name.
- Reduce time spent browsing the CMS for classification options.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Agility CMS once in the Notis portal.
- 2Create an automation and name the account context it should provide.
- 3Ask Notis to retrieve Agility CMS tags in the relevant locale and identify those that fit the changed account information.
- 4Pick Account Created or Updated, choose a report channel, and test with one real account.
Questions about this workflow
Can tags be fetched for a locale?
Yes. Name the locale in the instruction for the Get Tags action.
Will it apply tags to CMS items?
No. The action retrieves tags for display or processing and does not apply them.
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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Categories
Tool to get all categories. use when you need to list every category in a given locale.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
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 Content Models
Tool to retrieve content models and page modules. use when you need schema definitions to dynamically build content structures.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Get Logs
Tool to retrieve sync items (logs) from agility cms. use after initial full sync to fetch updates.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Get Page
Tool to retrieve details of a page, including metadata, content zones, and components. use after you know the page id to fetch.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Get Page Modules
Tool to retrieve all page modules defined in the agility instance. use when you need only modular definitions without content models.
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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