Keep technical qualification issues current with lead changes
When a new lead adds important context, Notis can update the Bitbucket issue tracking its technical review.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Update an issue
Updates an existing issue in a bitbucket repository by modifying specified attributes; requires `workspace`, `repo slug`, `issue id`, and at least one attribute to update.
Why this helps
Technical investigation issues can become stale when new prospect information arrives in Salesforce.
- Keep qualification work aligned with the latest prospect context.
- Reduce duplicate or outdated investigations.
- Make the next technical step clearer.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Bitbucket once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Ask Notis to locate the existing issue for a lead and update a relevant attribute when the new lead information changes the investigation.
- 4Pick New Lead Trigger and choose where run reports go.
- 5Test with one real lead and a matching issue.
Questions about this workflow
Can this update any attribute on an issue?
The action updates specified attributes on an existing issue and requires workspace, repo slug, issue id, and at least one attribute to update.
How does Notis find the matching issue?
Describe the matching identifier in your instruction. It must be available in the trigger data or otherwise supplied to the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Bitbucket. A trigger fires from one place; an action lands in another.
Salesforce triggers
Bitbucket actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create a branch
Creates a new branch in a bitbucket repository from a target commit hash; the branch name must be unique, adhere to bitbucket's naming conventions, and not include the 'refs/heads/' prefix.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create an issue
Creates a new issue in a bitbucket repository, setting the authenticated user as reporter; ensures assignee (if provided) has repository access, and that any specified milestone, version, or component ids exist.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Create an issue comment
Adds a new comment with markdown support to an existing bitbucket issue.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Create a pull request
Creates a new pull request in a specified bitbucket repository, ensuring the source branch exists and is distinct from the (optional) destination branch.
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.
Create repository
Creates a new bitbucket 'git' repository in a specified workspace, defaulting to the workspace's oldest project if `project key` is not provided.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Create snippet comment
Posts a new top-level comment or a threaded reply to an existing comment on a specified bitbucket snippet.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Delete issue
Permanently deletes a specific issue, identified by its `issue id`, from the repository specified by `repo slug` within the given `workspace`.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Delete repository
Permanently deletes a specified bitbucket repository; this action is irreversible and does not affect forks.
Connect any two apps with Notis in the middle.
Salesforce and Bitbucket, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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