Bring Codacy project context into opportunity reviews
See the accessible Codacy project list alongside opportunity changes, then use the report to guide a technical discovery conversation.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
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.
Why this helps
Opportunity reviews can stall when the team has to search separately for the customer's likely code quality setup.
- Put opportunity context and accessible Codacy projects in one report.
- Give a technical reviewer a starting point for discovery.
- Avoid implying a project belongs to an opportunity without evidence.
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 opportunity review.
- 3Write one plain-language instruction asking Notis to list accessible Codacy projects when an opportunity is created or updated, then include the opportunity context and flag that project ownership needs confirmation.
- 4Choose the Salesforce New or Updated Opportunity trigger and select a report channel.
- 5Test with one real opportunity change and check that the report distinguishes retrieved projects from confirmed customer projects.
Questions about this workflow
Can this determine which project is associated with an opportunity?
Not from the listed Codacy action alone. It returns projects accessible to the authenticated user. Supply an identifier or matching rule, and treat any uncertain match as unconfirmed.
Will this analyze code or pull pull request findings?
No. The available action lists projects; it does not analyze code or retrieve review findings.
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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete API Token
Tool to delete a specific api token from the authenticated user's account. use after confirming the token 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.
Get Account Details
Tool to retrieve details of the authenticated user's account. use when confirming authentication before user-level operations.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Get Organization Repositories
Tool to list all repositories under a specific organization and provider. use when you need to enumerate organization-scoped repositories.
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.
Get User Organizations
Tool to list all organizations the authenticated user belongs to. use after authenticating and need to discover accessible organizations.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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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