Keep the next customer touchpoint moving
Finish one task with a useful content reference for whatever comes next.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
Action
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.
Why this helps
After closing a task, deciding on the next helpful resource can trigger another round of searching and context switching.
- Help the team move from task completion to the next useful touchpoint.
- Retrieve items from a named CMS list.
- Keep follow-up suggestions with the task run report.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Agility CMS once in the Notis portal.
- 2Create an automation and name the follow-up support it should provide.
- 3Ask Notis to retrieve relevant items from a named CMS list using the task details and summarize next-step material.
- 4Pick Task Created or Completed, choose a report channel, and test with one real completed task.
Questions about this workflow
Will it always run only when a task is completed?
The trigger can start on task creation or a status change to Completed. Use its optional Status or Subject filtering if appropriate.
Can it send the material to the customer?
No. The available action retrieves CMS items and the workflow reports results in your chosen Notis channel.
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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