Give new leads useful topic context
Bring your CMS category vocabulary into lead intake so follow-up starts with a clearer content angle.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Get Categories
Tool to get all categories. use when you need to list every category in a given locale.
Why this helps
Lead intake often leaves teams guessing which content topic is most relevant, then searching the CMS manually.
- Bring category context into lead intake.
- Reduce time spent browsing the CMS for possible topics.
- Keep the lead and suggested context together in a run report.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Agility CMS once in the Notis portal.
- 2Create an automation from Automations, New Automation, or describe it to Notis in plain language.
- 3Ask Notis to retrieve categories in the relevant locale and summarize those that fit the new lead details.
- 4Pick New Lead Trigger, choose a report channel, and test with one real lead.
Questions about this workflow
Can it retrieve categories in a specific locale?
Yes. The instruction can name the locale for the category lookup.
Will it update the lead?
No. This workflow retrieves CMS categories and reports context; the available target action does not update Salesforce.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Agility cms.