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Confirm the connected Codacy account during account updates

See the authenticated Codacy account details alongside a Salesforce account change to catch connection context that needs review.

Trigger

Account Created or Updated

Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

Action

Get Account Details

Tool to retrieve details of the authenticated user's account. use when confirming authentication before user-level operations.

Why this helps

When several customer and internal accounts are involved, it can be hard to tell which Codacy identity a connected workflow will use.

  • Show the authenticated Codacy account details with account event context.
  • Make the connected identity easier to review during account changes.
  • Avoid treating a connection check as proof of customer ownership.

Setup

Build it in a few focused steps.

  • 1Connect Salesforce and Codacy once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it for the access check.
  • 3Write one plain-language instruction asking Notis to retrieve Codacy account details when a Salesforce account is created or updated and include both results in the run report.
  • 4Choose the Salesforce Account Created or Updated trigger and select a report channel.
  • 5Test with one real account change and confirm the report shows which Codacy identity is connected.

Questions about this workflow

Does the Codacy account detail identify a Salesforce customer's account?

No. It retrieves details for the authenticated Codacy user. Compare identities only when you have a reliable matching rule, and do not infer customer ownership from the lookup.

Does this change access or create credentials?

No. The action retrieves account details; it does not create or revoke tokens or alter access.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Salesforce triggers

Codacy actions

Recurring trigger

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

TriggerScheduled

Create API Token

Tool to create a new api token for the authenticated user's account. use after authenticating when you need to generate a fresh token for integrations.

ActionInstant

Webhook trigger

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

TriggerInstant

Delete API Token

Tool to delete a specific api token from the authenticated user's account. use after confirming the token id.

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 Account Details

Tool to retrieve details of the authenticated user's account. use when confirming authentication before user-level operations.

ActionInstant

Contact Updated

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

TriggerPolling

Get Organization Repositories

Tool to list all repositories under a specific organization and provider. use when you need to enumerate organization-scoped repositories.

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 Organizations

Tool to list all organizations the authenticated user belongs to. use after authenticating and need to discover accessible organizations.

ActionInstant

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

List Projects

Tool to list all projects accessible to the authenticated user. use when you need a list of repositories after confirming api token validity.

ActionInstant

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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