Add CircleCI user context to new contact follow-up
For cross-tool support workflows, include CircleCI profile details when a new Salesforce contact corresponds to a known CircleCI user.
Trigger
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Action
Get User Information
Tool to retrieve information about a circleci user by their unique id. use when you need user profile details after obtaining the user id.
Why this helps
Support context can be split across customer records and developer tooling, making follow-up slower.
- Retrieve a CircleCI profile as part of a new-contact report.
- Reduce manual lookup during cross-tool support follow-up.
- Keep relevant user context with the notification.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and CircleCI once in the Notis portal.
- 2Create an automation and explain how to identify the CircleCI user ID.
- 3Pick New Contact Trigger as the trigger.
- 4Choose where run reports should go.
- 5Test with one real Contact whose CircleCI user ID is available.
Questions about this workflow
Can the Contact email be used as the CircleCI user ID?
The action requires a unique CircleCI user ID. Only use the contact's email if your process can reliably supply or resolve that ID.
Does this create or update a CircleCI user?
No. It retrieves information about an existing CircleCI user.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Circleci. A trigger fires from one place; an action lands in another.
Salesforce triggers
Circleci actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Job Artifacts
Tool to retrieve artifacts produced by a specific job. use after a job has completed to list its output files.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Job Details
Tool to fetch details of a specific job within a project. use when you need status, timing, and executor information for a circleci job by its number.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Get Pipeline Config
Tool to fetch pipeline configuration by id. use when you need the source or compiled yaml of a specific pipeline.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Get Test Metadata
Tool to fetch test metadata for a specific job. use when you need detailed test results, run times, and failure messages after a job completes.
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.
Get User Information
Tool to retrieve information about a circleci user by their unique id. use when you need user profile details after obtaining the user id.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
List Pipelines for Project
Tool to list all pipelines for a specific project. use when you need to retrieve the pipelines for a project (e.g., to display recent runs on a dashboard).
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
List Self-Hosted Runners
Tool to list available self-hosted runners. use when you need to retrieve all configured self-hosted runners for your organization.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
List Workflows by Pipeline ID
Tool to list all workflows associated with a specific pipeline. use when you need to fetch or paginate through workflows by pipeline id.
Connect any two apps with Notis in the middle.
Salesforce and Circleci, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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