Turn a confirmed Salesforce launch opportunity into a DNS record
Capture the launch details once in Salesforce and let Notis create the specified DNS record in Cloudflare.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
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.
Why this helps
A won launch opportunity can sit ready while someone manually transfers hostname and DNS details into Cloudflare.
- Create a requested DNS entry when an opportunity carries a confirmed launch instruction.
- Keep the zone and record details tied to the Salesforce opportunity that initiated the work.
- Send a report for opportunities missing an approved zone ID or record configuration.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Cloudflare once in the Notis portal.
- 2Create an automation by naming it and describing when a launch opportunity should create a DNS record.
- 3Pick the Salesforce New or Updated Opportunity trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real opportunity that contains an approved Cloudflare zone ID and complete DNS record details.
Questions about this workflow
Does this create a zone too?
No. This workflow creates a DNS record inside a specified existing zone. The opportunity must provide or identify the confirmed zone and record details.
Can it act on every opportunity update?
Describe the launch approval condition in the instruction. Notis can use the opportunity data it receives, and should report cases where approval or required DNS details are absent.
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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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")
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Create Zone
Tool to create a new zone. use after confirming account id when adding a domain to cloudflare.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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..."
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.
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>")
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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")
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
List WAF Lists
Tool to fetch all waf lists (no items) for an account. use after confirming account id.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
List Account Members
Tool to list members of a given cloudflare account. use after confirming the account id.
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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