Bring CircleCI pipeline config into opportunity delivery reviews
Give delivery reviews useful technical context by retrieving the relevant pipeline configuration when a deal changes.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Get Pipeline Config
Tool to fetch pipeline configuration by id. use when you need the source or compiled yaml of a specific pipeline.
Why this helps
Reviewers may need to locate pipeline configuration manually before understanding a delivery commitment.
- Retrieve pipeline configuration for an opportunity-linked review.
- Reduce manual searching for the relevant pipeline YAML.
- Keep technical context with the opportunity-triggered report.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and CircleCI once in the Notis portal.
- 2Create an automation and state how to identify the CircleCI pipeline ID.
- 3Pick New or Updated Opportunity as the trigger.
- 4Choose where run reports should go.
- 5Test with one real opportunity and a known pipeline.
Questions about this workflow
What configuration can this action retrieve?
It fetches the source or compiled YAML of a specific CircleCI pipeline.
Can the opportunity itself identify the pipeline?
Only if the necessary identifier is available in event context or can be resolved from information you provide in the instruction.
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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