Bring CircleCI test results into task follow-up
Make test failures easier to act on by including CircleCI test metadata in a Salesforce task-triggered report.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
Action
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.
Why this helps
A follow-up task can be marked done while the related test failure details remain buried in CircleCI.
- Include test details in an operational follow-up report.
- Make failure messages and runtimes easier to review.
- Reduce time spent opening CircleCI to inspect a completed job.
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 completed CircleCI job.
- 3Pick Task Created or Completed as the trigger.
- 4Choose where run reports should go.
- 5Test with one real Task and a completed job with test metadata.
Questions about this workflow
What does test metadata include?
It can include detailed test results, run times, and failure messages for a specific job.
Can it retrieve metadata before a job completes?
This action is intended for a completed job. Use a job that has finished and provide its job number or a reliable way to identify it.
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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