Review a known CMS item alongside record changes
Keep important content in view when monitored Salesforce data shifts.
Trigger
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.
Action
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.
Why this helps
A key record change can have content implications, but the CMS item connected to that work may be easy to miss.
- Pair a monitored record change with a known CMS item.
- Review item fields and metadata alongside changed values.
- Reduce repeated cross-tool searching.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Agility CMS once in the Notis portal.
- 2Create an automation and identify the Agility CMS content id to review.
- 3Ask Notis to fetch that item and summarize its fields and metadata in relation to the changed Salesforce values.
- 4Pick Record Updated (Generic SObject), specify the SObject type and returned fields in trigger setup, choose a report channel, and test with one real change.
Questions about this workflow
What does the Salesforce trigger return?
It detects changes using SystemModstamp and can return the field values you specify for a monitored SObject.
Can the workflow discover any relevant CMS item automatically?
Get Content Item requires a content id. Provide a known id or use another available lookup action to find candidates.
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.
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Webhook trigger
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Account Created or Updated
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Tool to fetch details of a content item by content id. use when you need item fields and metadata from agility cms.
Contact Updated
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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.
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New Lead Trigger
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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
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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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