Keep AppDrag opportunity data current
When a Salesforce opportunity changes, ask Notis to refresh the related AppDrag database record.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Visual SQL Update
Tool to execute a Visual SQL UPDATE via an AppDrag Visual UPDATE function. Use when you need to update database rows based on your Visual UPDATE mapping.
Why this helps
Opportunity details can drift across systems when updates depend on someone remembering to repeat them.
- React to opportunity creations and updates in Salesforce.
- Reduce repeated entry for opportunity details in AppDrag.
- Use a Visual SQL UPDATE function you already have configured.
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 opportunity update.
- 3Tell Notis which opportunity details to use and how your existing AppDrag Visual SQL UPDATE function should update the related row.
- 4Pick the New or Updated Opportunity trigger and choose where run reports should go.
- 5Test with one real opportunity and verify the intended row was updated.
Questions about this workflow
Which opportunity changes start it?
The trigger runs when a Salesforce Opportunity is created or updated.
How does it identify the AppDrag row?
Describe the matching information to Notis. Your existing Visual SQL UPDATE function must support the update and matching logic.
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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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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