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Include CircleCI job status in contact update follow-up

When a contact change matters to a delivery workflow, let Notis pull the related job details into the run report.

Trigger

Contact Updated

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

Action

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.

Why this helps

A customer update can require checking a job's status and timing in a separate engineering tool.

  • Bring job status into contact-related follow-up.
  • Surface timing and executor information without a manual lookup.
  • Keep a focused record of the check in the report channel.

Setup

Build it in a few focused steps.

  • 1Connect Salesforce and CircleCI once in the Notis portal.
  • 2Create an automation that describes how to identify the CircleCI job number.
  • 3Pick Contact Updated as the trigger.
  • 4Choose where run reports should go.
  • 5Test with one real Contact update and a known job number.

Questions about this workflow

What does Get Job Details return?

It fetches details for a specific CircleCI job, including status, timing, and executor information.

Does the Contact event contain a job number?

The trigger emits changed fields and relevant timestamps. If the job number is not available in those fields, provide it or a reliable way to resolve it in your 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.

TriggerScheduled

Get Job Artifacts

Tool to retrieve artifacts produced by a specific job. use after a job has completed to list its output files.

ActionInstant

Webhook trigger

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

TriggerInstant

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.

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

Get Pipeline Config

Tool to fetch pipeline configuration by id. use when you need the source or compiled yaml of a specific pipeline.

ActionInstant

Contact Updated

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

TriggerPolling

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.

ActionInstant

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

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.

ActionInstant

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

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).

ActionInstant

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

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.

ActionInstant

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

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.

ActionInstant

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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