Bring monitored Salesforce changes into active work
When a selected Salesforce record changes, Notis can add the relevant context to the issue the team is already using.
Trigger
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.
Action
Create an issue comment
Adds a new comment with markdown support to an existing bitbucket issue.
Why this helps
Important CRM changes can remain invisible to teams working in Bitbucket until someone remembers to relay them.
- Make meaningful changes available in the work context.
- Include returned values and record timestamps where useful.
- Reduce manual updates between customer systems and engineering work.
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.
- 3Tell Notis to find the related issue and post a concise comment when a monitored record change affects the work.
- 4Pick Record Updated (Generic SObject), specify the SObject type and returned values, and choose where run reports go.
- 5Test with one changed record and its related issue.
Questions about this workflow
How do I decide which record fields are returned?
The trigger setup asks you to specify the SObject type and which field values should be returned in the payload.
What if the record does not identify the related issue?
Provide a matching identifier in the Salesforce data or in the instruction's available context. The automation needs a reliable way to locate the relevant issue.
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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