Connect Salesforce to Appdrag

When something happens in Salesforce, Notis takes the next step in Appdrag. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

Build an automation Browse examples

Examples

Ways Notis can move work from Salesforce to Appdrag

View example

Send New Salesforce Leads to AppDrag

Send each new Salesforce lead to an AppDrag backend function for intake processing, enrichment, or routing.

View example

Refresh AppDrag Opportunity Data

Use Salesforce opportunity changes to update corresponding rows through an AppDrag Visual SQL UPDATE function.

View example

Look Up AppDrag Context for Changed Accounts

When a Salesforce account changes, query an AppDrag database for related context using a configured Visual SQL SELECT function.

View example

Run AppDrag Follow-Up After a Salesforce Task

Call an AppDrag backend function when a Salesforce task is created or completed to start your follow-up process.

View example

Process New Salesforce Contacts in AppDrag

Pass new Salesforce contact details to an AppDrag backend function for your existing contact onboarding process.

View example

Send Contact Changes to an AppDrag Review Function

Call an AppDrag backend function with Salesforce contact changes to run your existing review or data-quality logic.

View example

Route Salesforce Record Changes to AppDrag

Use Salesforce's generic record update event to send monitored SObject changes to a suitable AppDrag backend function.

View example

Review Salesforce Accounts on a Schedule

On a schedule, retrieve AppDrag account records with Visual SQL SELECT for a review or reconciliation against Salesforce information.

View example

Run an AppDrag Production Status Check by Webhook

Start a production AppDrag GET function when an HTTP request reaches your Notis webhook.

Supported Triggers and Actions

Notis builds workflows that link Salesforce to Appdrag. A trigger fires from one place; an action lands in another.

Salesforce triggers

Appdrag actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Execute Cloud Backend function via DELETE

Tool to execute a Cloud Backend API function via DELETE on the default environment. Use when you need to call a function with DELETE parameters and optional APIKey.

ActionInstant

Webhook trigger

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

TriggerInstant

Execute Preprod Function (DELETE)

Tool to execute the pre-production version of a Cloud Backend API function via DELETE. Use when you need to test or validate delete operations in the preprod environment before production deployment.

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

Execute PROD API Function (GET)

Tool to execute a production Cloud Backend API function via GET. Includes robust URL handling and fallbacks to accommodate management base URLs.

ActionInstant

Contact Updated

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

TriggerPolling

Execute Dev Function (PATCH)

Tool to execute the development version of a Cloud Backend API function via PATCH. Use after deploying or updating your function to the dev environment.

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

Execute Cloud Backend function via POST

Tool to execute a Cloud Backend API function via POST on the default environment. Use when you need to call a function with POST parameters and optional APIKey.

ActionInstant

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

Execute Function POST (Preprod Env)

Tool to execute a Cloud Backend API function via POST on the preprod environment. Use when you need to test a function in the preprod environment before releasing to production. Include apiKey if your function requires APIKey security.

ActionInstant

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

Execute Cloud Backend function via PUT (default)

Tool to execute a Cloud Backend API function via PUT on the default environment. Use when you need to call a function with PUT parameters and optional APIKey.

ActionInstant

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

Execute Cloud Backend function via PUT (preprod)

Tool to execute a Cloud Backend API function via PUT on the preprod environment. Use when you need to call a function with PUT parameters and optional APIKey in preprod.

ActionInstant

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.