Prepare opportunity reviews with relevant content
See the CMS material that may help move an opportunity forward, right when its details change.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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
Preparing an opportunity review can involve switching systems to find proof points, product material, or customer-facing content.
- Speed up review preparation with relevant CMS references.
- Use changed opportunity details to guide the lookup.
- Keep results in the report channel your team already checks.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Agility CMS once in the Notis portal.
- 2Create an automation and name the review brief it should produce.
- 3In one instruction, ask Notis to retrieve relevant items from a named Agility CMS content list based on the changed opportunity and summarize them.
- 4Pick New or Updated Opportunity, choose a report channel, and test with one real opportunity update.
Questions about this workflow
What can the CMS lookup retrieve?
Get Content List retrieves items by reference name with optional filtering, sorting, paging, and link expansions.
Can it know which content is persuasive?
Only if you provide criteria or relevant history. Otherwise it can report content that matches the available opportunity context.
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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