Carry important Salesforce record changes into deal work
Choose a Salesforce record type and returned values, then let Notis prepare an Api labz deal update whenever that record changes.
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
Integrate Deal
Tool to integrate a deal into api labz. use when you need to push a new or updated deal record into the system after preparing required fields.
Why this helps
Changes in less obvious Salesforce records can matter to a deal but remain disconnected from the system used to track it.
- Use targeted record changes to start deal preparation
- Avoid repeatedly checking monitored Salesforce records
- Keep record context available in the run report
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Api labz once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe in one instruction how a monitored record change should prepare and integrate a relevant deal in Api labz.
- 4Pick Record Updated (Generic SObject), specify the SObject type and returned field values, then choose where run reports go.
- 5Test with one real change to a monitored record.
Questions about this workflow
How does Salesforce detect a change?
This trigger uses SystemModstamp to detect changes on the selected SObject.
Can the workflow use fields that are not returned?
No. Specify the field values needed in the trigger, or provide other required context separately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Api labz. A trigger fires from one place; an action lands in another.
Salesforce triggers
Api labz actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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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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Connect any two apps with Notis in the middle.
Salesforce and Api labz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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