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Notis

Check for a Cloudflare zone when a new Salesforce lead arrives

Get a quick zone lookup alongside the lead, so your team can spot existing Cloudflare coverage before the next step.

Trigger

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

Action

List Zones

This tool lists, searches, sorts, and filters your zones.

Why this helps

Before outreach or onboarding, teams may need to manually check whether a prospect's domain already appears in Cloudflare.

  • Put a Cloudflare zone lookup beside the new lead's Salesforce activity.
  • Help a teammate notice an apparent existing zone before discussing setup.
  • Keep the lookup informational by sending matches for review rather than changing DNS.

Setup

Build it in a few focused steps.

  • 1Connect Salesforce and Cloudflare once in the Notis portal.
  • 2Create an automation by naming it and asking Notis to search zones for a new lead's company domain and report possible matches.
  • 3Pick the Salesforce New Lead trigger.
  • 4Choose where Notis should send run reports.
  • 5Test with one real lead that has a company domain and compare the report with Cloudflare's zone list.

Questions about this workflow

Does this workflow create or change DNS?

No. It searches and reports Cloudflare zones for review. It does not create a zone or alter DNS records.

What if the lead has no company domain?

The automation should report that the domain is missing and skip the lookup. A domain should not be guessed from the lead's name or email address.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Salesforce triggers

Cloudflare actions

Recurring trigger

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

TriggerScheduled

Create DNS record

Tool to create a new dns record within a specific zone. use after obtaining the zone id to programmatically add dns entries.

ActionInstant

Webhook trigger

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

TriggerInstant

Create WAF List

Tool to create a new empty waf list for the account. use after confirming the account id. example: create list(account id="<id>", kind="ip", name="blocklist")

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

Create Zone

Tool to create a new zone. use after confirming account id when adding a domain to cloudflare.

ActionInstant

Contact Updated

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

TriggerPolling

Delete DNS Record

Tool to delete a dns record within a specific zone. use after confirming zone and record ids. example: "delete dns record 372e6795... from zone 023e105f4ecef..."

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

Delete WAF List

Tool to delete a waf list. use when you need to remove a list after verifying no filters reference it. example: delete list(account id="<account id>", list id="<list id>")

ActionInstant

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

Delete Zone

Tool to delete a zone. use after confirming the zone identifier to permanently remove a dns zone from your cloudflare account. example: delete zone(zone identifier="023e105f4ecef8ad9ca31a8372d0c353")

ActionInstant

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

List WAF Lists

Tool to fetch all waf lists (no items) for an account. use after confirming account id.

ActionInstant

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

List Account Members

Tool to list members of a given cloudflare account. use after confirming the account id.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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