Find AppDrag context for Salesforce account changes
Give account updates a useful next step by looking up related information in AppDrag.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Action
Visual SQL SELECT
Tool to execute a Visual SELECT Cloud Backend function. Use when you need to read rows from a database table using a visual SQL function configured in AppDrag.
Why this helps
Account changes can trigger follow-up work, but the relevant context may be buried in a separate database.
- Run a database lookup when an account is created or updated.
- Bring related AppDrag information into the automation's run context.
- Reduce manual searching after account changes.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and AppDrag once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the account lookup.
- 3Tell Notis what account context to retrieve using your existing AppDrag Visual SQL SELECT function.
- 4Pick the Account Created or Updated trigger and choose where run reports should go.
- 5Test with one real account change and check that the lookup returns the expected information.
Questions about this workflow
Does the trigger include both new and changed accounts?
Yes. The Salesforce event captures account creations and updates using LastModifiedDate.
Will this automatically update Salesforce?
No. This package uses AppDrag Visual SQL SELECT to retrieve context. It does not write back to Salesforce.
When this happens · Trigger
Do this · Action
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.
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Webhook trigger
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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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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Tool to execute a production Cloud Backend API function via GET. Includes robust URL handling and fallbacks to accommodate management base URLs.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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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.
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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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.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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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.
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Triggers when a new Lead is created in Salesforce.
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.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Connect any two apps with Notis in the middle.
Salesforce and Appdrag, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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