Check relevant Apilio boolean states alongside opportunity changes
When deal details change, Notis can bring the current Apilio boolean variable states into a report for the review you request.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Get Boolean Variables
Tool to fetch all boolean variables. use when you need the full list of boolean variables and their current states.
Why this helps
Important deal reviews may require checking state information in another tool, adding more context switching to an already busy day.
- See current boolean variable states in a report tied to an opportunity event.
- Ask Notis to highlight states that match criteria you provide.
- Keep a deal review moving without manually opening Apilio to fetch the full boolean variable list.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Apilio once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel what opportunity context and boolean states you want reviewed.
- 3Pick the Salesforce New or Updated Opportunity trigger.
- 4Choose where run reports should go.
- 5Test with one real opportunity event and review the report.
Questions about this workflow
Does this change an Apilio variable when a deal changes?
No. The available action fetches boolean variables and their current states. It does not update them.
Can Notis determine whether a boolean state changed since the last deal review?
The action returns current states, not historical baselines. Provide a baseline if you want Notis to compare current and prior states.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Apilio. A trigger fires from one place; an action lands in another.
Salesforce triggers
Apilio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Boolean Variables
Tool to fetch all boolean variables. use when you need the full list of boolean variables and their current states.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Conditions
Tool to fetch all evaluatable conditions. use when you need to list available conditions.
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 Logicblocks
Tool to fetch all logicblocks of a user. use after authenticating with apilio api when you need to list available logicblocks.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Get Numeric Variables
Tool to fetch all numeric variables. use after authenticating the apilio api.
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 String Variables
Tool to fetch all string variables. use after authenticating the apilio api.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce and Apilio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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