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Notis

Check Buildkite API access when a new lead arrives

Use a new lead as a cue to confirm that your Buildkite connection is authenticated and its scopes are visible.

Trigger

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

Action

Get Current Access Token

Tool to retrieve the authenticated api access token details. use when you need to confirm the validity and scopes of the current api token.

Why this helps

A new prospect can prompt internal preparation, but confirming tool access often gets pushed aside until someone needs it.

  • Make token validity checks part of a repeatable lead response routine.
  • See the authenticated token details and scopes in a run report.
  • Keep access review out of an ad hoc checklist.

Setup

Build it in a few focused steps.

  • 1Connect Salesforce and Buildkite once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Tell Notis to retrieve the current Buildkite access token details and summarize validity and scopes when a lead is created.
  • 4Pick the New Lead Trigger and choose where run reports go.
  • 5Test with one real new lead and review the run report.

Questions about this workflow

Does this workflow create or update a Buildkite resource?

No. The available Buildkite action retrieves the authenticated API access token details so you can confirm validity and scopes.

What starts the access check?

It starts when Salesforce creates a new Lead.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Salesforce to Buildkite. A trigger fires from one place; an action lands in another.

Salesforce triggers

Buildkite actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Current Access Token

Tool to retrieve the authenticated api access token details. use when you need to confirm the validity and scopes of the current api token.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Meta

Tool to retrieve metadata about the buildkite api. use when you need to fetch webhook ip addresses for firewall or security configurations.

ActionInstant

Account Created or Updated

Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

TriggerPolling

List Pipeline Agents

Tool to list connected agents for an organization. use after confirming the organization slug. supports optional filtering and pagination.

ActionInstant

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

TriggerPolling

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.

TriggerPolling

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

Connect any two apps with Notis in the middle.

Salesforce and Buildkite, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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