Review Cloudflare DNS records from Salesforce tasks
Make a DNS review task open with the records your team needs to inspect.
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
List DNS Records
Tool to list DNS records for a given Cloudflare zone.
Why this helps
A task to check DNS can turn into another context switch while someone hunts for the right Cloudflare zone and record list.
- Bring zone records into a task-driven review.
- Reduce manual navigation between Salesforce and Cloudflare.
- Use task subject or status filtering supported by the trigger.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Cloudflare api key once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the DNS review.
- 3Tell Notis which zone's records to list and what summary or review context you need.
- 4Pick Task Created or Completed as the trigger and choose where run reports go.
- 5Test with one real Salesforce task and confirm the records match the intended zone.
Questions about this workflow
Can this workflow update the records too?
This workflow lists DNS records for review. It does not modify them.
Can the trigger focus on certain tasks?
The Task Created or Completed trigger supports optional filtering by task Status or Subject.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Cloudflare api key. A trigger fires from one place; an action lands in another.
Salesforce triggers
Cloudflare api key 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 in a Cloudflare zone. Use when you need to add a record (A, CNAME, TXT, MX, etc.) to a specified zone.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Zone Lockdown Rule
Tool to create a Zone Lockdown rule. Use when you need to restrict access to specific URL patterns to defined IPs/CIDR ranges. Use after confirming zone_id.
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 Rule in Ruleset
Tool to add a rule to an existing ruleset. Use when you need to append or insert a new rule in a Cloudflare ruleset.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Create Ruleset
Tool to create an account- or zone-scoped ruleset. Use after defining your ruleset details and selecting the correct scope.
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 DNS Record
Tool to delete a DNS record. Use when you need to remove a specific DNS record from a zone after confirming both zone and record IDs.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Delete DNSSEC
Tool to delete DNSSEC records for a zone. Use after disabling DNSSEC at the registrar to remove DNSSEC configuration.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Delete Rule from Ruleset
Tool to delete a specific rule from a ruleset. Use when you need to remove an outdated or incorrect rule from an account or zone ruleset after confirming IDs.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Delete Ruleset
Tool to delete all versions of a ruleset. Use when you need to remove a ruleset from an account or zone after confirming no references exist.
Connect any two apps with Notis in the middle.
Salesforce and Cloudflare api key, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Cloudflare api key.