Review store configuration when a customer account changes
Keep customer account changes connected to the BTCPay Server store details your team needs to check.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Action
Get Store
Tool to retrieve information about a specific store. use when you need full store configuration.
Why this helps
Customer account updates can leave payment operations relying on store details that have not been reviewed in context.
- Bring store configuration into the account change review.
- Reduce context switching between Salesforce and BTCPay Server.
- Use a prompt to identify the relevant store for the account.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and BTCPay Server once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Tell Notis in one instruction which account changes warrant a store lookup and how to identify the relevant store id.
- 4Pick the Salesforce Account Created or Updated trigger and choose where run reports go.
- 5Test with one real account update and check the retrieved store information.
Questions about this workflow
Does Salesforce account data identify a BTCPay store automatically?
Only if the needed store identifier is present in data Notis can access or supplied in your instruction. If it is missing, provide the association.
Does this workflow change the BTCPay store configuration?
No. It retrieves the store information for review using the Get Store action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Btcpay server. A trigger fires from one place; an action lands in another.
Salesforce triggers
Btcpay server actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Payment Request
Tool to create a new payment request for a store. use after confirming store id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Store
Tool to create a new store in btcpay server. use when you need to provision a new store before processing transactions.
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 BTCPay Server User
Tool to create a new btcpay server user. use when you need to register a new user programmatically as an administrator.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Register a Webhook
Tool to register a new webhook. use when you need to receive store event notifications.
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.
Delete API Key
Tool to revoke a specific api key. use when you need to remove an api key to immediately prevent its use. call after identifying the key to revoke.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Delete Payment Request
Tool to delete a specific payment request. use when you need to archive/remove an existing payment request for a store.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Delete Store Payout
Tool to delete a specific payout from a store. use when you need to cancel a payout no longer needed.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Get API Key
Tool to retrieve the current api key. use after authentication to get api key details.
Connect any two apps with Notis in the middle.
Salesforce and Btcpay server, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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