See product issues alongside new Salesforce leads
When a lead comes in, get a quick view of current Bugsnag errors before you decide what the team should do next.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
List Errors on Project
Tool to list all errors in a project. use when you need to retrieve errors with optional filtering by version and sorting.
Why this helps
Lead follow-up can stall while someone switches tools to check whether a reported product problem is already affecting users.
- Keep lead follow-up and product health in view together.
- Reduce manual checks across Salesforce and Bugsnag.
- Give the team useful context before responding.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Bugsnag once in the Notis portal.
- 2Create an automation in Automations, New Automation, then add a name, prompt, report channel, and trigger.
- 3Tell Notis to review the current Bugsnag errors when a Salesforce lead is created and summarize relevant issues for follow-up.
- 4Choose the Salesforce New Lead trigger and where run reports should go.
- 5Test with one real new lead and review the report.
Questions about this workflow
Does this automatically match a lead to a Bugsnag error?
Not necessarily. The trigger provides the new lead, while Bugsnag can list project errors. Ask Notis to use any relevant product or account context available in the records; provide matching criteria if needed.
Will this update a Salesforce lead?
No. This workflow reads the new lead and lists Bugsnag errors for review. It does not change the lead or Bugsnag data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Bugsnag. A trigger fires from one place; an action lands in another.
Salesforce triggers
Bugsnag actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Bulk Update Errors
Tool to bulk update multiple errors in a project. use when batching identical updates across many errors.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Configure Integration
Tool to configure a new integration for a bugsnag project. use after selecting integration key and preparing credentials.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Invite Collaborator
Tool to invite a collaborator to an organization. use when you need to add a new user by email to grant them access. ensure the organization id is correct before calling.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Create Custom Event Field
Tool to create a custom event field for a project. use after confirming the project id to add a new filterable field. example: "create a field 'user.id' mapping to 'metadata.user.id' for project 515fb..."
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 Saved Search
Tool to create a new saved search for a project. use when you need to persist a set of filters and sort order as a saved search for a project after confirming project details.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Delete All Errors in a Project
Tool to delete all errors in a project. use when you need to remove all error and event data for a given project. use with caution after confirming the project id, as this action is irreversible and requires project owner or organization administrator permissions.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Delete Collaborator
Tool to remove a collaborator from an organization. use when revoking collaborator access after confirming both organization and collaborator ids. requires organization administrator privileges.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Delete a configured integration
Tool to delete a configured integration. use when you need to remove an existing integration from a project after confirming the integration id. this action cannot be undone and requires organization administrator or project owner permissions.
Connect any two apps with Notis in the middle.
Salesforce and Bugsnag, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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