Start contact onboarding in AppDrag
New Salesforce contacts can start the AppDrag process you already use to prepare for follow-up.
Trigger
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Action
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.
Why this helps
New contacts often need context and next steps, and manually starting each process creates extra overhead.
- Start contact onboarding from a Salesforce creation event.
- Send relevant contact context to an existing AppDrag function.
- Reduce the number of manual steps between contact capture and follow-up.
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 contact onboarding.
- 3Tell Notis what your existing AppDrag function should do with each new contact.
- 4Pick the New Contact Trigger and choose where run reports should go.
- 5Test with one real new contact and verify the onboarding function receives what it needs.
Questions about this workflow
Will edits to an existing contact start this workflow?
No. This workflow uses the New Contact Trigger, which runs when a Contact is created.
Can the function enrich the contact?
It can perform the work implemented in your existing AppDrag Cloud Backend function. Specify the desired outcome in your instruction to Notis.
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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
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.
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.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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.
New Lead Trigger
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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No card. Works with personal or business Appdrag.