Make sure technical opportunity follow-up has a home
A weekly sweep can turn open customer questions into clear Bitbucket issues before they fall off the radar.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Opportunity follow-up can linger in CRM without a corresponding place for technical work to progress.
- Create a predictable review point for open technical questions.
- Give each qualifying opportunity a trackable follow-up.
- Reduce memory-based follow-through for busy teams.
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 review supplied opportunity context and create one issue for each clear, unresolved technical follow-up.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real opportunity example and its unresolved question.
Questions about this workflow
Can the scheduled trigger retrieve Salesforce opportunities by itself?
The cron trigger starts on a recurring schedule. Make sure opportunity context is made available to the automation, since the schedule event itself does not provide Salesforce records.
How can I prevent repeat issues each week?
Tell Notis to check available existing issue context or provide a way to identify follow-ups already tracked. If that information is unavailable, Notis cannot reliably deduplicate them.
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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