Skip to content
Notis

Check content models when Salesforce data changes

Give product and operations teams a quicker way to see which CMS structures may matter after a record change.

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 Models

Tool to retrieve content models and page modules. use when you need schema definitions to dynamically build content structures.

Why this helps

Changes to monitored Salesforce records can raise content questions, but finding the relevant CMS structures takes time.

  • Bring model definitions into record-change reviews.
  • Use the fields returned by the configured trigger as review context.
  • Help teams spot content structure questions sooner.

Setup

Build it in a few focused steps.

  • 1Connect Salesforce and Agility CMS once in Notis.
  • 2Create an automation and name the record type and review outcome.
  • 3Ask Notis to retrieve Agility CMS content models and page modules and summarize structures relevant to the changed record.
  • 4Pick Record Updated (Generic SObject), specify the SObject type and returned field values in trigger setup, choose a report channel, and test with one real change.

Questions about this workflow

Which Salesforce records can trigger this?

The generic trigger supports a monitored Salesforce SObject type and chosen returned field values.

Does this change CMS models?

No. Get Content Models retrieves definitions for analysis; it does not edit 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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Categories

Tool to get all categories. use when you need to list every category in a given locale.

ActionInstant

Account Created or Updated

Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

TriggerPolling

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.

ActionInstant

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

TriggerPolling

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.

ActionInstant

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.

TriggerPolling

Get Content Models

Tool to retrieve content models and page modules. use when you need schema definitions to dynamically build content structures.

ActionInstant

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

Get Logs

Tool to retrieve sync items (logs) from agility cms. use after initial full sync to fetch updates.

ActionInstant

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

Get Page

Tool to retrieve details of a page, including metadata, content zones, and components. use after you know the page id to fetch.

ActionInstant

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

Get Page Modules

Tool to retrieve all page modules defined in the agility instance. use when you need only modular definitions without content models.

ActionInstant

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.