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Notis

See Codacy access context when a new lead arrives

Get the connected Codacy organization list in the same run report as a new Salesforce lead, so you can review technical context without switching apps.

Trigger

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

Action

Get User Organizations

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

Why this helps

Lead research and engineering context often live in separate tools, making it easy to miss useful context before follow-up.

  • Review accessible Codacy organizations alongside a new lead.
  • Keep the lead event and the Codacy lookup in one run report.
  • Spot missing organization context before discussing technical fit.

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 give it a clear name.
  • 3In one plain-language instruction, ask Notis to list Codacy organizations when a new lead arrives and include the results with the lead context. Specify how you identify the relevant organization if you expect a match.
  • 4Choose the Salesforce New Lead trigger and select a report channel.
  • 5Test with one real new lead and review the run report.

Questions about this workflow

Does this identify which Codacy organization belongs to the lead?

No. The action lists organizations accessible to the authenticated Codacy user. Provide a reliable matching rule or organization identifier in your instruction if you want Notis to compare it with lead details.

Does the workflow create or update a Codacy project?

No. The available action only retrieves the user's organizations.

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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